Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 469 shares of IBTJ stock, worth $10,285. This represents 0.0% of its overall portfolio holdings.

Number of Shares

469

Holding current value

$10,285

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$21.68 - $22.04 $10,167 - $10,336	469 New	469 $10,000

Others Institutions Holding IBTJ

# of Institutions

185

Shares Held

28.5M

Call Options Held

Put Options Held

True Private Wealth Advisors

1.95M
Shares

$42.9 Million
5.22% of portfolio
Wells Fargo & Company San Francisco, CA

1.49M
Shares

$32.7 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.05M
Shares

$23 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

971K
Shares

$21.3 Million
0.01% of portfolio
Hengehold Capital Management LLC

963K
Shares

$21.1 Million
1.85% of portfolio

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

More about IBTJ

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Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History