Lido Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Lido Advisors, LLC

$16.8 Billion
Q1 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Lido Advisors, LLC holds 14,470 shares of IBTJ stock, worth $310,092. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,470

Holding current value

$310,092

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$21.33 - $21.86 $308,645 - $316,314	14,470 New	14,470 $311,000

Others Institutions Holding IBTJ

# of Institutions

Shares Held

8.06M

Call Options Held

Put Options Held

Atwood & Palmer Inc

927K
Shares

$19.9 Million
1.53% of portfolio
Hengehold Capital Management LLC

579K
Shares

$12.4 Million
1.33% of portfolio
Wells Fargo & Company San Francisco, CA

575K
Shares

$12.3 Million
0.0% of portfolio
Journey Advisory Group, LLC

483K
Shares

$10.4 Million
1.28% of portfolio
Waycross Investment Management CO Bellingham, WA

437K
Shares

$9.36 Million
8.75% 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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