Opus Capital Group, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Opus Capital Group, LLC

$890 Million
Q3 2025

A detailed history of Opus Capital Group, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Opus Capital Group, LLC holds 12,500 shares of IBTJ stock, worth $275,875. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,500

Holding current value

$275,875

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$21.68 - $22.04 $271,000 - $275,500	12,500 New	12,500 $274,000

Others Institutions Holding IBTJ

# of Institutions

175

Shares Held

26.6M

Call Options Held

Put Options Held

True Private Wealth Advisors

1.94M
Shares

$42.8 Million
5.58% of portfolio
Wells Fargo & Company San Francisco, CA

1.5M
Shares

$33.2 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.02M
Shares

$22.5 Million
0.01% of portfolio
Envestnet Asset Management Inc

971K
Shares

$21.4 Million
0.01% of portfolio
Hengehold Capital Management LLC

963K
Shares

$21.3 Million
1.85% of portfolio

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

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Opus Capital Group, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History