Lowe Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Lowe Wealth Advisors, LLC
- $268 Million
- Q3 2025
A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 4,369 shares of IBTJ stock, worth $95,812. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,369
Previous 4,369
-0.0%
Holding current value
$95,812
Previous $95,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
187Shares 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