Captrust Financial Advisors Ishares Tr Ibonds Dec 2029 Tre Call Options Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTJ

# of Institutions

173

Shares Held

26.5M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

1.94M
Shares

$42.8 Million
5.58% of portfolio
Wells Fargo & Company San Francisco, CA

1.5M
Shares

$33.2 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.02M
Shares

$22.5 Million
0.01% of portfolio
Envestnet Asset Management Inc

971K
Shares

$21.4 Million
0.01% of portfolio
Hengehold Capital Management LLC

963K
Shares

$21.3 Million
1.85% of portfolio

About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

More about IBTJ

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