Atwood & Palmer Inc Ishares Tr Ibonds Dec 2029 Tre Transaction History

Atwood & Palmer Inc

$1.51 Billion
Q3 2025

A detailed history of Atwood & Palmer Inc transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Atwood & Palmer Inc holds 904,871 shares of IBTJ stock, worth $19.8 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

904,871

Previous 903,240 0.18%

Holding current value

$19.8 Million

Previous $19.8 Million 0.36%

% of portfolio

1.32%

Previous 1.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$21.68 - $22.04 $35,360 - $35,947	1,631 Added 0.18%	904,871 $19.9 Million
Q2 2025 Jul 08, 2025	SELL	$21.57 - $21.99 $5.07 Million - $5.17 Million	-235,239 Reduced 20.66%	903,240 $19.8 Million
Q1 2025 Apr 15, 2025	BUY	$21.16 - $21.77 $1.04 Million - $1.07 Million	48,927 Added 4.49%	1,138,479 $24.8 Million
Q4 2024 Jan 16, 2025	BUY	$21.25 - $22.07 $1.61 Million - $1.67 Million	75,892 Added 7.49%	1,089,552 $23.2 Million
Q3 2024 Oct 07, 2024	BUY	$21.22 - $22.22 $1.52 Million - $1.59 Million	71,685 Added 7.61%	1,013,660 $22.4 Million

Q2 2024 Jul 10, 2024	BUY	$21.0 - $21.44 $320,985 - $327,710	15,285 Added 1.65%	941,975 $20.1 Million
Q1 2024 Apr 10, 2024	BUY	$21.33 - $21.86 $2.23 Million - $2.29 Million	104,770 Added 12.75%	926,690 $19.9 Million
Q4 2023 Jan 12, 2024	BUY	$20.61 - $21.84 $652,924 - $691,891	31,680 Added 4.01%	821,920 $17.9 Million
Q3 2023 Oct 20, 2023	BUY	$20.92 - $21.75 $16.5 Million - $17.2 Million	790,240 New	790,240 $16.6 Million

Others Institutions Holding IBTJ

# of Institutions

186

Shares Held

28.3M

Call Options Held

Put Options Held

View Full List

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 Atwood & Palmer Inc, based on Form 13F filings with the SEC.

News

Stay updated on Atwood & Palmer Inc with notifications on news.

Account

Atwood & Palmer Inc Ishares Tr Ibonds Dec 2029 Tre Transaction History