Signature Wealth Management Group Ishares Tr Ibonds Dec 2029 Tre Transaction History
Signature Wealth Management Group
- $244 Million
- Q1 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 23,908 shares of IBTJ stock, worth $520,716. This represents 0.21% of its overall portfolio holdings.
Number of Shares
23,908
Previous 19,371
23.42%
Holding current value
$520,716
Previous $413,000
25.91%
% of portfolio
0.21%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
170Shares Held
24.1MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$32.9 Million4.17% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.4 Million0.01% of portfolio
-
Atwood & Palmer Inc1.14MShares$24.8 Million1.76% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL855KShares$18.6 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO803KShares$17.5 Million0.02% of portfolio