Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 151,050 shares of IBTL stock, worth $3.05 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

151,050

Previous 119,208 26.71%

Holding current value

$3.05 Million

Previous $2.36 Million 30.08%

% of portfolio

1.12%

Previous 1.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$19.55 - $20.33 $622,511 - $647,347	31,842 Added 26.71%	151,050 $3.07 Million
Q4 2024 Jan 30, 2025	BUY	$19.7 - $20.82 $29,372 - $31,042	1,491 Added 1.27%	119,208 $2.36 Million
Q3 2024 Nov 12, 2024	BUY	$19.77 - $20.99 $39,045 - $41,455	1,975 Added 1.71%	117,717 $2.45 Million
Q2 2024 Aug 05, 2024	BUY	$19.5 - $20.11 $28,158 - $29,038	1,444 Added 1.26%	115,742 $2.31 Million
Q1 2024 May 06, 2024	BUY	$19.94 - $20.63 $151,882 - $157,138	7,617 Added 7.14%	114,298 $2.3 Million
Q4 2023 Feb 06, 2024	BUY	$19.04 - $20.66 $2.03 Million - $2.2 Million	106,681 New	106,681 $2.19 Million

Others Institutions Holding IBTL

# of Institutions

Shares Held

13.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBTL
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Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History