A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 121,784 shares of IBTK stock, worth $2.33 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
121,784
Previous 119,729 1.72%
Holding current value
$2.33 Million
Previous $2.31 Million 5.81%
% of portfolio
1.05%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$19.11 - $20.18 $39,271 - $41,469
2,055 Added 1.72%
121,784 $2.44 Million
Q2 2024

Aug 05, 2024

BUY
$18.86 - $19.38 $28,384 - $29,166
1,505 Added 1.27%
119,729 $2.31 Million
Q1 2024

May 06, 2024

BUY
$19.22 - $19.78 $153,029 - $157,488
7,962 Added 7.22%
118,224 $2.3 Million
Q4 2023

Feb 06, 2024

BUY
$18.46 - $19.79 $2.04 Million - $2.18 Million
110,262 New
110,262 $2.17 Million

Others Institutions Holding IBTK

About ISHARES TR IBONDS DEC 2030 TER


  • Ticker IBTK
  • Sector Technology
More about IBTK
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