Element Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Element Wealth, LLC

  • $209 Million
  • Q2 2025

A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Element Wealth, LLC holds 11,876 shares of IBTJ stock, worth $262,103. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,876
Previous 9,569 24.11%
Holding current value
$262,103
Previous $208,000 25.0%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Jul 23, 2025
BUY
$21.57 - $21.99 $49,761 - $50,730
2,307 Added 24.11%
11,876 $260,000
Q4 2024

Feb 03, 2025
BUY
$21.25 - $22.07 $52,168 - $54,181
2,455 Added 34.51%
9,569 $204,000
Q3 2024

Oct 23, 2024
BUY
$21.22 - $22.22 $150,959 - $158,073
7,114 New
7,114 $157,000

Others Institutions Holding IBTJ

# of Institutions
172
Shares Held
26.5M
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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