Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History

Accretive Wealth Partners, LLC

$227 Million
Q4 2024

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 123,280 shares of IBTK stock, worth $2.38 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

123,280

Previous 121,784 1.23%

Holding current value

$2.38 Million

Previous $2.44 Million 3.11%

% of portfolio

1.04%

Previous 1.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$19.11 - $20.04 $28,588 - $29,979	1,496 Added 1.23%	123,280 $2.37 Million
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

# of Institutions

116

Shares Held

14M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2030 TER

Ticker IBTK
Sector Technology

More about IBTK

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Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History