All Square Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
All Square Wealth Management LLC
- $174 Million
- Q3 2024
A detailed history of All Square Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, All Square Wealth Management LLC holds 27,878 shares of IBTH stock, worth $616,940. This represents 0.36% of its overall portfolio holdings.
Number of Shares
27,878
Previous 27,743
0.49%
Holding current value
$616,940
Previous $612,000
3.1%
% of portfolio
0.36%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding IBTH
# of Institutions
199Shares Held
32.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.6 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.4 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.2 Million0.21% of portfolio
-
Confluence Investment Management LLC1.36MShares$30 Million0.43% of portfolio