Mkt Advisors LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Mkt Advisors LLC

$225 Million
Q4 2024

A detailed history of Mkt Advisors LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Mkt Advisors LLC holds 427,028 shares of IBTJ stock, worth $9.16 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

427,028

Holding current value

$9.16 Million

% of portfolio

4.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$21.25 - $22.07 $9.07 Million - $9.42 Million	427,028 New	427,028 $9.11 Million

Others Institutions Holding IBTJ

# of Institutions

141

Shares Held

15M

Call Options Held

Put Options Held

Atwood & Palmer Inc

1.09M
Shares

$23.4 Million
1.62% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$22.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

673K
Shares

$14.4 Million
0.02% of portfolio
Hengehold Capital Management LLC

642K
Shares

$13.8 Million
1.3% of portfolio
Bank Of America Corp Charlotte, NC

581K
Shares

$12.4 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

More about IBTJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mkt Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mkt Advisors LLC with notifications on news.

Account