Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Tre Call Options Transaction History

Whalen Wealth Management Inc.

$141 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTJ

# of Institutions

130

Shares Held

13.1M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.05M
Shares

$22.3 Million
0.01% of portfolio
Atwood & Palmer Inc

1.01M
Shares

$21.6 Million
1.55% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

673K
Shares

$14.3 Million
0.02% of portfolio
Hengehold Capital Management LLC

614K
Shares

$13.1 Million
1.29% of portfolio
Bank Of America Corp Charlotte, NC

581K
Shares

$12.3 Million
0.0% of portfolio

About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
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