Comprehensive Financial Consultants Institutional, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$23.38 - $24.92 $46,222 - $49,266	-1,977 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$24.82 - $25.31 $49,069 - $50,037	1,977 New	1,977 $49,000

Others Institutions Holding IBTJ

# of Institutions

176

Shares Held

26.6M

Call Options Held

Put Options Held

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

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About ISHARES TR IBONDS DEC 2029 TRE

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