Legacy Private Trust Co. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Legacy Private Trust Co.
- $1.42 Billion
- Q1 2025
A detailed history of Legacy Private Trust Co. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Legacy Private Trust Co. holds 398,735 shares of IBTJ stock, worth $8.68 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
398,735
Previous 340,521
17.1%
Holding current value
$8.68 Million
Previous $7.26 Million
19.4%
% of portfolio
0.61%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
170Shares Held
24.1MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$32.9 Million4.17% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.4 Million0.01% of portfolio
-
Atwood & Palmer Inc1.14MShares$24.8 Million1.76% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL855KShares$18.6 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO803KShares$17.5 Million0.02% of portfolio