Retirement Group, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 17, 2021	SELL	$24.78 - $25.33 $1,164 - $1,190	-47 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$24.77 - $26.23 $1,164 - $1,232	47 New	47 $1,000

Others Institutions Holding IBTJ

# of Institutions

130

Shares Held

13.1M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.05M
Shares

$22.3 Million
0.01% of portfolio
Atwood & Palmer Inc

1.01M
Shares

$21.6 Million
1.55% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

673K
Shares

$14.3 Million
0.02% of portfolio
Hengehold Capital Management LLC

614K
Shares

$13.1 Million
1.29% of portfolio
Bank Of America Corp Charlotte, NC

581K
Shares

$12.3 Million
0.0% of portfolio

About ISHARES TR IBONDS DEC 2029 TRE

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