True Private Wealth Advisors Ishares Tr Ibonds Dec 2029 Tre Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 2025
A detailed history of True Private Wealth Advisors transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, True Private Wealth Advisors holds 1,954,759 shares of IBTJ stock, worth $42.9 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
1,954,759
Previous 1,940,071
0.76%
Holding current value
$42.9 Million
Previous $42.5 Million
0.94%
% of portfolio
5.22%
Previous 5.58%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
185Shares Held
28.6MCall Options Held
0Put Options Held
0-
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
-
Ubs Group Ag948KShares$20.8 Million0.0% of portfolio