Fagan Associates, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Fagan Associates, Inc.
- $571 Million
- Q3 2024
A detailed history of Fagan Associates, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Fagan Associates, Inc. holds 268,497 shares of IBTJ stock, worth $5.73 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
268,497
Previous 251,386
6.81%
Holding current value
$5.73 Million
Previous $5.37 Million
10.5%
% of portfolio
1.04%
Previous 0.97%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
133Shares Held
14.1MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.2 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$22.4 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.7 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio