Costello Asset Management, Inc Ishares Tr Ibonds Dec 2029 Tre Transaction History
Costello Asset Management, Inc
- $260 Million
- Q2 2025
A detailed history of Costello Asset Management, Inc transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Costello Asset Management, Inc holds 463 shares of IBTJ stock, worth $10,218. This represents 0.0% of its overall portfolio holdings.
Number of Shares
463
Previous 459
0.87%
Holding current value
$10,218
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
173Shares Held
26.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.8 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.5MShares$33.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.4 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.3 Million1.85% of portfolio