Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q3 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 77,154 shares of IBTG stock, worth $1.76 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
77,154
Previous 64,371 19.86%
Holding current value
$1.76 Million
Previous $1.46 Million 22.02%
% of portfolio
1.36%
Previous 1.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$22.55 - $23.1 $288,256 - $295,287
12,783 Added 19.86%
77,154 $1.78 Million
Q2 2024

Aug 12, 2024
BUY
$22.46 - $22.66 $793,691 - $800,759
35,338 Added 121.72%
64,371 $1.46 Million
Q1 2024

May 13, 2024
BUY
$22.62 - $22.94 $359,952 - $365,044
15,913 Added 121.29%
29,033 $659,000
Q4 2023

Feb 09, 2024
BUY
$22.32 - $22.86 $292,838 - $299,923
13,120 New
13,120 $299,000

Others Institutions Holding IBTG

# of Institutions
216
Shares Held
41.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
Track This Portfolio

Track Atlantic Private Wealth, LLC Portfolio

Follow Atlantic Private Wealth, 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 Atlantic Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email