Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Atlantic Private Wealth, LLC

  • $126 Million
  • Q1 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 61,530 shares of IBTL stock, worth $1.24 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
61,530
Previous 52,932 16.24%
Holding current value
$1.24 Million
Previous $1.05 Million 19.27%
% of portfolio
0.99%
Previous 0.8%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$19.55 - $20.33 $168,090 - $174,797
8,598 Added 16.24%
61,530 $1.25 Million
Q4 2024

Feb 11, 2025
BUY
$19.7 - $20.82 $205,313 - $216,986
10,422 Added 24.52%
52,932 $1.05 Million
Q3 2024

Nov 07, 2024
BUY
$19.77 - $20.99 $2,767 - $2,938
140 Added 0.33%
42,510 $885,000
Q2 2024

Aug 12, 2024
SELL
$19.5 - $20.11 $11,134 - $11,482
-571 Reduced 1.33%
42,370 $846,000
Q1 2024

May 13, 2024
SELL
$19.94 - $20.63 $6,600 - $6,828
-331 Reduced 0.76%
42,941 $865,000
Q4 2023

Feb 09, 2024
BUY
$19.04 - $20.66 $3,865 - $4,193
203 Added 0.47%
43,272 $888,000
Q3 2023

Nov 09, 2023
BUY
$19.5 - $20.7 $422,857 - $448,879
21,685 Added 101.41%
43,069 $842,000
Q2 2023

Aug 11, 2023
BUY
$20.55 - $21.4 $373,660 - $389,116
18,183 Added 568.04%
21,384 $440,000
Q1 2023

May 12, 2023
BUY
$20.14 - $21.34 $64,468 - $68,309
3,201 New
3,201 $67,000

Others Institutions Holding IBTL

# of Institutions
93
Shares Held
13.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

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