True Private Wealth Advisors Ishares Tr Ibonds Dec 2029 Tre Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 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 1,940,071 shares of IBTJ stock, worth $42.4 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
1,940,071
Previous 1,508,488
28.61%
Holding current value
$42.4 Million
Previous $32.8 Million
29.5%
% of portfolio
5.58%
Previous 4.17%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
166Shares Held
25.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.5MShares$32.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.3 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.2 Million0.01% of portfolio
-
Ubs Group Ag922KShares$20.1 Million0.0% of portfolio
-
Hengehold Capital Management LLC922KShares$20.1 Million1.88% of portfolio