A detailed history of Leavell Investment Management, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 35,522 shares of IBTJ stock, worth $776,155. This represents 0.04% of its overall portfolio holdings.

Number of Shares
35,522
Previous 18,289 94.23%
Holding current value
$776,155
Previous $398,000 95.48%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Jul 31, 2025

BUY
$21.57 - $21.99 $371,715 - $378,953
17,233 Added 94.23%
35,522 $778,000
Q1 2025

Apr 30, 2025

BUY
$21.16 - $21.77 $62,189 - $63,982
2,939 Added 19.15%
18,289 $398,000
Q4 2024

Jan 29, 2025

BUY
$21.25 - $22.07 $21,250 - $22,070
1,000 Added 6.97%
15,350 $327,000
Q3 2024

Nov 01, 2024

BUY
$21.22 - $22.22 $304,507 - $318,857
14,350 New
14,350 $317,000

Others Institutions Holding IBTJ

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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