Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Provenance Wealth Advisors, LLC

$695 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2025	SELL	$21.0 - $21.44 $9,156 - $9,347	-436 Closed	0 $0
Q1 2024 Aug 15, 2025	BUY	$21.33 - $21.86 $9,299 - $9,530	436 New	436 $9.95 Million

Others Institutions Holding IBTJ

# of Institutions

173

Shares Held

26.5M

Call Options Held

0

Put Options Held

0

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

About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
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