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

Accretive Wealth Partners, LLC

$274 Million
Q1 2025

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 155,973 shares of IBTK stock, worth $3.1 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

155,973

Previous 123,280 26.52%

Holding current value

$3.1 Million

Previous $2.37 Million 29.64%

% of portfolio

1.12%

Previous 1.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$19.0 - $19.66 $621,167 - $642,744	32,693 Added 26.52%	155,973 $3.07 Million
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

127

Shares Held

16.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2030 TER

Ticker IBTK
Sector Technology

More about IBTK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accretive Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.

Account

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