Legacy Private Trust Co. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Legacy Private Trust Co.
- $1.52 Billion
- Q2 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 413,863 shares of IBTJ stock, worth $9.02 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
413,863
Previous 398,735
3.79%
Holding current value
$9.02 Million
Previous $8.67 Million
4.6%
% of portfolio
0.6%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
169Shares Held
24.2MCall 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
-
Hengehold Capital Management LLC922KShares$20.1 Million1.88% of portfolio
-
Atwood & Palmer Inc903KShares$19.7 Million1.4% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL855KShares$18.6 Million0.01% of portfolio