Old Port Advisors Ishares Tr Ibonds Dec 2029 Tre Transaction History

Old Port Advisors

$327 Billion
Q1 2024

A detailed history of Old Port Advisors transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Old Port Advisors holds 12,403 shares of IBTJ stock, worth $265,796. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,403

Holding current value

$265,796

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jun 26, 2024	BUY	$21.33 - $21.86 $264,555 - $271,129	12,403 New	12,403 $267 Million

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Old Port Advisors with notifications on news.

Account