Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Accretive Wealth Partners, LLC

  • $232 Million
  • Q3 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 104,869 shares of IBTM stock, worth $2.32 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
104,869
Previous 103,132 1.68%
Holding current value
$2.32 Million
Previous $2.31 Million 6.4%
% of portfolio
1.06%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
67
Shares Held
8.1M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email