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 117,717 shares of IBTL stock, worth $2.35 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
117,717
Previous 115,742 1.71%
Holding current value
$2.35 Million
Previous $2.31 Million 6.01%
% 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
$19.77 - $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

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBTL
  • Sector ETFs
  • Industry ETFs
More about IBTL
Track This Portfolio

Track Accretive Wealth Partners, LLC Portfolio

Follow Accretive Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.