Apella Capital, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Apella Capital, LLC

$2.18 Billion
Q2 2024

A detailed history of Apella Capital, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Apella Capital, LLC holds 15,767 shares of IBTI stock, worth $353,969. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,767

Holding current value

$353,969

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	BUY	$21.51 - $21.88 $339,148 - $344,981	15,767 New	15,767 $344,000

Others Institutions Holding IBTI

# of Institutions

130

Shares Held

18.3M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

1.45M
Shares

$32.5 Million
0.01% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

1.01M
Shares

$22.7 Million
0.55% of portfolio
Atwood & Palmer Inc

940K
Shares

$21.1 Million
1.57% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

897K
Shares

$20.1 Million
0.03% of portfolio
Horizon Advisory Services, Inc. West Henrietta, NY

766K
Shares

$17.2 Million
8.0% of portfolio

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

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Apella Capital, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History