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

Ae Wealth Management LLC

$11.7 Billion
Q2 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 $160. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$160

% of portfolio

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

142

Shares Held

19.9M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

2.69M
Shares

$53.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$27.6 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.15M
Shares

$23 Million
0.01% of portfolio
Titleist Asset Management, LLC San Antonio, TX

1.03M
Shares

$20.6 Million
2.03% of portfolio
Farmer Steven Patrick

850K
Shares

$17 Million
0.28% of portfolio

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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