Wr Wealth Planners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$21.79 - $22.29 $326 - $334	15 New	15 $0

Others Institutions Holding IBTI

# of Institutions

194

Shares Held

37.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.43M
Shares

$76.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.42M
Shares

$53.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.07M
Shares

$45.8 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.5M
Shares

$33.2 Million
0.21% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.21M
Shares

$26.8 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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