Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 37,683 shares of IBTH stock, worth $845,229. This represents 0.35% of its overall portfolio holdings.
Number of Shares
37,683
Previous 39,472
4.53%
Holding current value
$845,229
Previous $884,000
4.19%
% of portfolio
0.35%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding IBTH
# of Institutions
265Shares Held
53.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.46MShares$122 Million2.19% of portfolio
-
Morgan Stanley New York, NY3.67MShares$82.4 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.88MShares$64.7 Million2.48% of portfolio
-
Bank Of America Corp Charlotte, NC2.69MShares$60.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.97MShares$44.3 Million0.01% of portfolio