Leo Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Leo Wealth, LLC holds 38,234 shares of IBTJ stock, worth $818,972. This represents 0.07% of its overall portfolio holdings.

Number of Shares

38,234

Holding current value

$818,972

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$21.25 - $22.07 $812,472 - $843,824	38,234 New	38,234 $815 Million

Others Institutions Holding IBTJ

# of Institutions

136

Shares Held

14.2M

Call Options Held

Put Options Held

Atwood & Palmer Inc

1.09M
Shares

$23.3 Million
1.62% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$22.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

673K
Shares

$14.4 Million
0.02% of portfolio
Hengehold Capital Management LLC

642K
Shares

$13.7 Million
1.3% of portfolio
Bank Of America Corp Charlotte, NC

581K
Shares

$12.4 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

More about IBTJ

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