Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Vista Private Wealth Partners. LLC

  • $317 Million
  • Q2 2025

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 690,448 shares of IBTJ stock, worth $15.1 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares
690,448
Previous 629,081 9.76%
Holding current value
$15.1 Million
Previous $13.7 Million 10.51%
% of portfolio
4.78%
Previous 4.97%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$21.57 - $21.99 $1.32 Million - $1.35 Million
61,367 Added 9.76%
690,448 $15.1 Million
Q1 2025

May 06, 2025
BUY
$21.16 - $21.77 $1.63 Million - $1.67 Million
76,839 Added 13.91%
629,081 $13.7 Million
Q4 2024

Feb 03, 2025
BUY
$21.25 - $22.07 $11.7 Million - $12.2 Million
552,242 New
552,242 $11.8 Million

Others Institutions Holding IBTJ

# of Institutions
168
Shares Held
26.1M
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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