Signature Wealth Management Group Ishares Tr Ibonds Dec 2029 Tre Transaction History
Signature Wealth Management Group
- $240 Million
- Q3 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 16,651 shares of IBTJ stock, worth $365,156. This represents 0.15% of its overall portfolio holdings.
Number of Shares
16,651
Previous 22,790
26.94%
Holding current value
$365,156
Previous $499,000
26.85%
% of portfolio
0.15%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
185Shares Held
28.6MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio