Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Trinity Wealth Management, LLC

  • $218 Million
  • Q1 2025

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 15,361 shares of IBTJ stock, worth $334,101. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,361
Previous 15,270 0.6%
Holding current value
$334,101
Previous $325,000 2.77%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$21.16 - $21.75 $1,925 - $1,979
91 Added 0.6%
15,361 $334,000
Q4 2024

Jan 23, 2025
BUY
$21.25 - $22.07 $324,487 - $337,008
15,270 New
15,270 $325,000

Others Institutions Holding IBTJ

# of Institutions
152
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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