Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Tre Call Options Transaction History

Whalen Wealth Management Inc.

$144 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTJ

# of Institutions

149

Shares Held

16M

Call Options Held

0

Put Options Held

0

Atwood & Palmer Inc

1.09M
Shares

$23.2 Million
1.62% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$22.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

833K
Shares

$17.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

673K
Shares

$14.3 Million
0.02% of portfolio
Hengehold Capital Management LLC

642K
Shares

$13.6 Million
1.3% of portfolio

About ISHARES TR IBONDS DEC 2029 TRE

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