1858 Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Put Options Transaction History

1858 Wealth Management, LLC

$122 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IBTJ

# of Institutions

129

Shares Held

13.1M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.05M
Shares

$22.5 Million
0.01% of portfolio
Atwood & Palmer Inc

1.01M
Shares

$21.7 Million
1.55% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

673K
Shares

$14.4 Million
0.02% of portfolio
Hengehold Capital Management LLC

614K
Shares

$13.1 Million
1.29% of portfolio
Bank Of America Corp Charlotte, NC

581K
Shares

$12.4 Million
0.0% of portfolio

About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

More about IBTJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 1858 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1858 Wealth Management, LLC with notifications on news.