Leo Wealth, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History

Leo Wealth, LLC

$696 Billion
Q1 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 24,663 shares of IBTK stock, worth $490,300. This represents 0.07% of its overall portfolio holdings.

Number of Shares

24,663

Holding current value

$490,300

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$19.0 - $19.66 $468,597 - $484,874	24,663 New	24,663 $485 Million

Others Institutions Holding IBTK

# of Institutions

124

Shares Held

15.6M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

2.5M
Shares

$49.8 Million
0.01% of portfolio
Atwood & Palmer Inc

1.13M
Shares

$22.4 Million
1.57% of portfolio
Bank Of America Corp Charlotte, NC

1.05M
Shares

$20.8 Million
0.0% of portfolio
Farmer Steven Patrick

850K
Shares

$16.9 Million
0.28% of portfolio
Envestnet Asset Management Inc

627K
Shares

$12.5 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2030 TER

Ticker IBTK
Sector Technology

More about IBTK

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