Signature Wealth Management Group Ishares Tr Ibonds Dec 2029 Tre Transaction History
Signature Wealth Management Group
- $240 Million
- Q2 2025
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Signature Wealth Management Group holds 22,790 shares of IBTJ stock, worth $501,380. This represents 0.21% of its overall portfolio holdings.
Number of Shares
22,790
Previous 23,908
4.68%
Holding current value
$501,380
Previous $520,000
4.04%
% of portfolio
0.21%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
168Shares Held
25.9MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.7 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.5MShares$33.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.4 Million0.01% of portfolio
-
Ubs Group Ag922KShares$20.3 Million0.0% of portfolio