Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 18,535 shares of IBTJ stock, worth $403,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,535
Previous 36,925 49.8%
Holding current value
$403,692
Previous $787,000 48.79%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 16, 2025
SELL
$21.16 - $21.77 $389,132 - $400,350
-18,390 Reduced 49.8%
18,535 $403,000
Q4 2024

Mar 17, 2025
SELL
$21.25 - $22.07 $933,470 - $969,490
-43,928 Reduced 54.33%
36,925 $787,000
Q3 2024

Oct 23, 2024
BUY
$21.22 - $22.22 $1.52 Million - $1.59 Million
71,486 Added 763.17%
80,853 $1.79 Million
Q2 2024

Jul 16, 2024
BUY
$21.0 - $21.44 $196,707 - $200,828
9,367 New
9,367 $200,000

Others Institutions Holding IBTJ

# of Institutions
170
Shares Held
24.1M
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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