Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Atlantic Private Wealth, LLC

  • $144 Million
  • Q3 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 199,159 shares of IBTM stock, worth $4.6 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares
199,159
Previous 182,643 9.04%
Holding current value
$4.6 Million
Previous $4.21 Million 9.51%
% of portfolio
3.19%
Previous 3.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$22.63 - $23.3 $373,757 - $384,822
16,516 Added 9.04%
199,159 $4.61 Million
Q2 2025

Aug 11, 2025
BUY
$22.46 - $23.12 $1.9 Million - $1.95 Million
84,558 Added 86.21%
182,643 $4.21 Million
Q1 2025

May 09, 2025
SELL
$21.92 - $22.89 $320,645 - $334,834
-14,628 Reduced 12.98%
98,085 $2.25 Million
Q4 2024

Feb 11, 2025
BUY
$22.12 - $23.49 $16,855 - $17,899
762 Added 0.68%
112,713 $2.5 Million
Q3 2024

Nov 07, 2024
BUY
$22.2 - $23.71 $193,983 - $207,177
8,738 Added 8.47%
111,951 $2.63 Million
Q2 2024

Aug 12, 2024
BUY
$21.86 - $22.64 $1.13 Million - $1.17 Million
51,790 Added 100.71%
103,213 $2.32 Million
Q1 2024

May 13, 2024
BUY
$22.42 - $23.2 $626,078 - $647,860
27,925 Added 118.84%
51,423 $1.17 Million
Q4 2023

Feb 09, 2024
BUY
$21.34 - $23.25 $420,440 - $458,071
19,702 Added 519.02%
23,498 $543,000
Q3 2023

Nov 09, 2023
BUY
$21.92 - $23.36 $83,208 - $88,674
3,796 New
3,796 $83,000

Others Institutions Holding IBTM

# of Institutions
100
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBTM Quotes by TradingView
  • Ticker IBTM
More about IBTM
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