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

Element Wealth, LLC

$187 Million
Q3 2024

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 7,114 shares of IBTJ stock, worth $151,812. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,114

Holding current value

$151,812

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

131

Shares Held

13.6M

Call Options Held

Put Options Held

Atwood & Palmer Inc

1.09M
Shares

$23.3 Million
1.62% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$22.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

673K
Shares

$14.4 Million
0.02% of portfolio
Hengehold Capital Management LLC

614K
Shares

$13.1 Million
1.29% of portfolio
Bank Of America Corp Charlotte, NC

581K
Shares

$12.4 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

More about IBTJ

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