Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 134,584 shares of IBTM stock, worth $3.06 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
134,584
Previous 106,259 26.66%
Holding current value
$3.06 Million
Previous $2.36 Million 30.62%
% of portfolio
1.13%
Previous 1.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$21.92 - $22.89 $620,884 - $648,359
28,325 Added 26.66%
134,584 $3.08 Million
Q4 2024

Jan 30, 2025
BUY
$22.12 - $23.49 $30,746 - $32,651
1,390 Added 1.33%
106,259 $2.36 Million
Q3 2024

Nov 12, 2024
BUY
$22.2 - $23.71 $38,561 - $41,184
1,737 Added 1.68%
104,869 $2.46 Million
Q2 2024

Aug 05, 2024
BUY
$21.86 - $22.64 $28,046 - $29,047
1,283 Added 1.26%
103,132 $2.31 Million
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
77
Shares Held
9.9M
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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