Robinson Smith Wealth Advisors LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 25,435 shares of IBDS stock, worth $620,105. This represents 0.53% of its overall portfolio holdings.
Number of Shares
25,435
Previous 25,435
-0.0%
Holding current value
$620,105
Previous $605 Million
0.29%
% of portfolio
0.53%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
331Shares Held
81MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$176 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$133 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$121 Million0.03% of portfolio
-
Capital Advisors Inc3.3MShares$80.4 Million1.65% of portfolio
-
Morgan Stanley New York, NY3.16MShares$77.1 Million0.01% of portfolio