Legacy Private Trust Co. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Legacy Private Trust Co.
- $1.66 Billion
- Q4 2025
A detailed history of Legacy Private Trust Co. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Legacy Private Trust Co. holds 524,366 shares of IBTJ stock, worth $11.5 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
524,366
Previous 432,974
21.11%
Holding current value
$11.5 Million
Previous $9.51 Million
20.94%
% of portfolio
0.69%
Previous 0.58%
Shares
5 transactions
Others Institutions Holding IBTJ
# of Institutions
187Shares Held
28.3MCall 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