Wealth Enhancement Advisory Services, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 36,925 shares of IBTJ stock, worth $803,118. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36,925
Previous 80,853 54.33%
Holding current value
$803,118
Previous $1.72 Million 54.35%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 17, 2025
SELL
$21.25 - $22.07 $933,470 - $969,490
-43,928 Reduced 54.33%
36,925 $787,000
Q3 2024

Oct 23, 2024
BUY
$21.22 - $22.22 $1.52 Million - $1.59 Million
71,486 Added 763.17%
80,853 $1.79 Million
Q2 2024

Jul 16, 2024
BUY
$21.0 - $21.44 $196,707 - $200,828
9,367 New
9,367 $200,000

Others Institutions Holding IBTJ

# of Institutions
151
Shares Held
17.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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