M3 Advisory Group, LLC Ishares Ibonds 2025 Term High Transaction History
M3 Advisory Group, LLC
- $136 Billion
- Q3 2024
A detailed history of M3 Advisory Group, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, M3 Advisory Group, LLC holds 44,289 shares of IBHE stock, worth $1.03 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
44,289
Previous 38,517
14.99%
Holding current value
$1.03 Million
Previous $896 Million
15.11%
% of portfolio
0.76%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding IBHE
# of Institutions
109Shares Held
13.9MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.44MShares$33.4 Million3.14% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$28.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA692KShares$16 Million0.0% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO677KShares$15.7 Million9.91% of portfolio