All Square Wealth Management LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
All Square Wealth Management LLC
- $186 Million
- Q3 2025
A detailed history of All Square Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, All Square Wealth Management LLC holds 3,495 shares of IBTJ stock, worth $76,645. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,495
Previous 930
275.81%
Holding current value
$76,645
Previous $20,000
280.0%
% of portfolio
0.04%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
189Shares Held
30.9MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Brookstone Capital Management1.73MShares$37.9 Million0.51% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Hengehold Capital Management LLC1MShares$21.9 Million1.99% of portfolio