Creative Planning Ishares Tr Ibonds Dec 2029 Tre Transaction History

Creative Planning

$103 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 16, 2023	BUY	$20.92 - $21.75 $3,786 - $3,936	181 New	181 $3,000

Others Institutions Holding IBTJ

# of Institutions

156

Shares Held

18M

Call Options Held

0

Put Options Held

0

Atwood & Palmer Inc

1.14M
Shares

$24.9 Million
1.76% of portfolio
Wells Fargo & Company San Francisco, CA

1.04M
Shares

$22.7 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

833K
Shares

$18.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

822K
Shares

$18 Million
0.0% of portfolio
Hengehold Capital Management LLC

747K
Shares

$16.3 Million
1.56% of portfolio

About ISHARES TR IBONDS DEC 2029 TRE

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