Stockman Wealth Management, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Stockman Wealth Management, Inc.
- $620 Million
- Q4 2024
A detailed history of Stockman Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 176,100 shares of IBTJ stock, worth $3.75 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
176,100
Previous 159,991
10.07%
Holding current value
$3.75 Million
Previous $3.54 Million
6.19%
% of portfolio
0.61%
Previous 0.57%
Shares
8 transactions
Others Institutions Holding IBTJ
# of Institutions
149Shares Held
16MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.2 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$22.4 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL833KShares$17.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.3 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.6 Million1.3% of portfolio