Leo Wealth, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 23,813 shares of IBTL stock, worth $486,023. This represents 0.04% of its overall portfolio holdings.

Number of Shares

23,813

Holding current value

$486,023

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$20.04 - $20.55 $477,212 - $489,357	23,813 New	23,813 $488 Million

Others Institutions Holding IBTL

# of Institutions

Shares Held

14.1M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

2.21M
Shares

$45.2 Million
0.01% of portfolio
True Private Wealth Advisors

1.91M
Shares

$39 Million
5.14% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

1.76M
Shares

$35.9 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

790K
Shares

$16.1 Million
0.0% of portfolio
Krilogy Financial LLC

572K
Shares

$11.7 Million
0.75% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBTL
Sector ETFs
Industry ETFs

More about IBTL

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