Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Atlantic Private Wealth, LLC

  • $122 Million
  • Q2 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 240,018 shares of IBTF stock, worth $5.59 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
240,018
Previous 175,703 36.6%
Holding current value
$5.59 Million
Previous $4.08 Million 36.56%
% of portfolio
4.57%
Previous 3.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$23.1 - $23.22 $1.49 Million - $1.49 Million
64,315 Added 36.6%
240,018 $5.57 Million
Q1 2024

May 13, 2024
BUY
$23.16 - $23.36 $930,823 - $938,861
40,191 Added 29.66%
175,703 $4.08 Million
Q4 2023

Feb 09, 2024
BUY
$22.97 - $23.28 $3.11 Million - $3.15 Million
135,512 New
135,512 $3.15 Million
Q3 2022

Nov 07, 2022
BUY
$23.29 - $24.14 $365,513 - $378,853
15,694 New
15,694 $365,000

Others Institutions Holding IBTF

# of Institutions
252
Shares Held
80.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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