Apella Capital, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Apella Capital, LLC

  • $4.28 Billion
  • Q3 2025

A detailed history of Apella Capital, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Apella Capital, LLC holds 73,120 shares of IBTJ stock, worth $1.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
73,120
Previous 49,822 46.76%
Holding current value
$1.6 Million
Previous $1.09 Million 46.98%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$21.68 - $22.04 $505,100 - $513,487
23,298 Added 46.76%
73,120 $1.61 Million
Q2 2025

Jul 08, 2025
BUY
$21.57 - $21.99 $242,640 - $247,365
11,249 Added 29.16%
49,822 $1.09 Million
Q1 2025

Apr 10, 2025
BUY
$21.16 - $21.77 $468,313 - $481,813
22,132 Added 134.61%
38,573 $838,000
Q4 2024

Jan 14, 2025
BUY
$21.25 - $22.07 $4,526 - $4,700
213 Added 1.31%
16,441 $350,000
Q3 2024

Oct 03, 2024
BUY
$21.22 - $22.22 $2,206 - $2,310
104 Added 0.65%
16,228 $358,000
Q2 2024

Jul 10, 2024
BUY
$21.0 - $21.44 $338,604 - $345,698
16,124 New
16,124 $344,000

Others Institutions Holding IBTJ

# of Institutions
186
Shares Held
28.3M
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
Track This Portfolio

Track Apella Capital, LLC Portfolio

Follow Apella Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email