Apella Capital, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Apella Capital, LLC

$2.18 Billion
Q2 2024

A detailed history of Apella Capital, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Apella Capital, LLC holds 16,124 shares of IBTJ stock, worth $355,534. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,124

Holding current value

$355,534

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	BUY	$21.0 - $21.44 $338,604 - $345,698	16,124 New	16,124 $344,000

Others Institutions Holding IBTJ

# of Institutions

109

Shares Held

10.1M

Call Options Held

Put Options Held

Atwood & Palmer Inc

942K
Shares

$20.8 Million
1.54% of portfolio
Wells Fargo & Company San Francisco, CA

607K
Shares

$13.4 Million
0.0% of portfolio
Hengehold Capital Management LLC

590K
Shares

$13 Million
1.31% of portfolio
Journey Advisory Group, LLC

515K
Shares

$11.4 Million
1.32% of portfolio
Commonwealth Equity Services, LLC

474K
Shares

$10.5 Million
0.02% of portfolio

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

More about IBTJ

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Apella Capital, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History