Private Trust CO Na Ishares Tr Ibonds Dec 2029 Tre Transaction History

Private Trust CO Na

$938 Million
Q1 2025

A detailed history of Private Trust CO Na transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Private Trust CO Na holds 5,151 shares of IBTJ stock, worth $111,879. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,151

Holding current value

$111,879

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$21.16 - $21.77 $108,995 - $112,137	5,151 New	5,151 $112,000

Others Institutions Holding IBTJ

# of Institutions

170

Shares Held

24.1M

Call Options Held

Put Options Held

True Private Wealth Advisors

1.51M
Shares

$32.8 Million
4.17% of portfolio
Wells Fargo & Company San Francisco, CA

1.44M
Shares

$31.3 Million
0.01% of portfolio
Atwood & Palmer Inc

1.14M
Shares

$24.7 Million
1.76% of portfolio
Raymond James Financial Inc St. Petersburg, FL

855K
Shares

$18.6 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

803K
Shares

$17.4 Million
0.02% 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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