Evexia Wealth LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History

Evexia Wealth LLC

$295 Billion
Q4 2024

A detailed history of Evexia Wealth LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Evexia Wealth LLC holds 43,975 shares of IBTK stock, worth $861,910. This represents 0.29% of its overall portfolio holdings.

Number of Shares

43,975

Holding current value

$861,910

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$19.11 - $20.04 $840,362 - $881,259	43,975 New	43,975 $847 Million

Others Institutions Holding IBTK

# of Institutions

118

Shares Held

14.1M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

2.5M
Shares

$49.1 Million
0.01% of portfolio
Atwood & Palmer Inc

1.08M
Shares

$21.1 Million
1.44% of portfolio
Bank Of America Corp Charlotte, NC

1.05M
Shares

$20.5 Million
0.0% of portfolio
Farmer Steven Patrick

850K
Shares

$16.7 Million
0.28% of portfolio
Envestnet Asset Management Inc

554K
Shares

$10.8 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2030 TER

Ticker IBTK
Sector Technology

More about IBTK

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