Ae Wealth Management LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 8 shares of IBTK stock, worth $158. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 8 -0.0%

Holding current value

$158

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$19.44 - $19.88 $155 - $159	8 New	8 $0

Others Institutions Holding IBTK

# of Institutions

156

Shares Held

23.1M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

2.77M
Shares

$54.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.45M
Shares

$28.7 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

1.18M
Shares

$23.5 Million
0.04% of portfolio
Titleist Asset Management, LLC San Antonio, TX

1.06M
Shares

$21 Million
1.83% of portfolio
Raymond James Financial Inc St. Petersburg, FL

942K
Shares

$18.7 Million
0.01% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2030 TER

Ticker IBTK
Sector Technology

More about IBTK

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Ae Wealth Management LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History