Asset Dedication, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Asset Dedication, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Asset Dedication, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Asset Dedication, LLC holds 54,436 shares of IBTJ stock, worth $1.19 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
54,436
Previous 20,430
166.45%
Holding current value
$1.19 Million
Previous $447,000
167.34%
% of portfolio
0.08%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IBTJ
# of Institutions
185Shares Held
28.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% 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
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio