1858 Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
1858 Wealth Management, LLC
- $122 Billion
- Q3 2024
A detailed history of 1858 Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 125,979 shares of IBTH stock, worth $2.8 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
125,979
Previous 124,249
1.39%
Holding current value
$2.8 Million
Previous $2.74 Billion
3.96%
% of portfolio
2.35%
Previous 2.28%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
196Shares Held
32.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.7 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.8 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.5 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.3 Million0.21% of portfolio
-
Confluence Investment Management LLC1.36MShares$30.1 Million0.43% of portfolio