Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 42,779 shares of IBTH stock, worth $951,404. This represents 0.74% of its overall portfolio holdings.

Number of Shares
42,779
Previous 42,657 0.29%
Holding current value
$951,404
Previous $941,000 2.87%
% of portfolio
0.74%
Previous 0.77%

Shares

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

Nov 07, 2024
BUY
$21.96 - $22.69 $2,679 - $2,768
122 Added 0.29%
42,779 $968,000
Q2 2024

Aug 12, 2024
BUY
$21.83 - $22.09 $6,876 - $6,958
315 Added 0.74%
42,657 $941,000
Q1 2024

May 13, 2024
SELL
$22.05 - $22.46 $8,092 - $8,242
-367 Reduced 0.86%
42,342 $938,000
Q4 2023

Feb 09, 2024
BUY
$21.61 - $22.41 $922,941 - $957,108
42,709 New
42,709 $956,000

Others Institutions Holding IBTH

# of Institutions
199
Shares Held
32.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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