Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 101,849 shares of IBTM stock, worth $2.32 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
101,849
Previous 95,087 7.11%
Holding current value
$2.32 Million
Previous $2.2 Million 5.05%
% 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
$22.42 - $23.2 $151,604 - $156,878
6,762 Added 7.11%
101,849 $2.31 Million
Q4 2023

Feb 06, 2024
BUY
$21.34 - $23.25 $2.03 Million - $2.21 Million
95,087 New
95,087 $2.2 Million

Others Institutions Holding IBTM

# of Institutions
53
Shares Held
6.99M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBTM Quotes by TradingView
  • Ticker IBTM
More about IBTM
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