Element Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Element Wealth, LLC
- $219 Million
- Q3 2025
A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Element Wealth, LLC holds 11,876 shares of IBTJ stock, worth $260,440. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,876
Previous 11,876
-0.0%
Holding current value
$260,440
Previous $260,000
-0.0%
% of portfolio
0.12%
Previous 0.12%
Shares
3 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