Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q4 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 41,615 shares of IBTH stock, worth $926,349. This represents 0.7% of its overall portfolio holdings.

Number of Shares
41,615
Previous 42,779 2.72%
Holding current value
$926,349
Previous $968,000 4.65%
% of portfolio
0.7%
Previous 0.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$22.1 - $22.59 $25,724 - $26,294
-1,164 Reduced 2.72%
41,615 $923,000
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
233
Shares Held
45.1M
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
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