Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Compass Ion Advisors, LLC

  • $851 Million
  • Q2 2025

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 37,974 shares of IBTJ stock, worth $831,250. This represents 0.1% of its overall portfolio holdings.

Number of Shares
37,974
Previous 24,207 56.87%
Holding current value
$831,250
Previous $526,000 58.17%
% of portfolio
0.1%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$21.57 - $21.99 $296,954 - $302,736
13,767 Added 56.87%
37,974 $832,000
Q4 2023

Jan 23, 2024
BUY
$20.61 - $21.84 $498,906 - $528,680
24,207 New
24,207 $527,000

Others Institutions Holding IBTJ

# of Institutions
167
Shares Held
24.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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