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

Accretive Wealth Partners, LLC

  • $229 Million
  • Q1 2024

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 114,298 shares of IBTL stock, worth $2.29 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
114,298
Previous 106,681 7.14%
Holding current value
$2.29 Million
Previous $2.19 Million 5.16%
% of portfolio
1.01%
Previous 1.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
50
Shares Held
6.77M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBTL Quotes by TradingView
  • Ticker IBTL
  • Sector ETFs
  • Industry ETFs
More about IBTL
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