All Square Wealth Management LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
All Square Wealth Management LLC
- $166 Million
- Q1 2025
A detailed history of All Square Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, All Square Wealth Management LLC holds 22,114 shares of IBTK stock, worth $439,626. This represents 0.26% of its overall portfolio holdings.
Number of Shares
22,114
Previous 20,459
8.09%
Holding current value
$439,626
Previous $392,000
10.71%
% of portfolio
0.26%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IBTK
# of Institutions
127Shares Held
16.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.62MShares$52.2 Million0.01% of portfolio
-
Atwood & Palmer Inc1.13MShares$22.4 Million1.57% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$20.8 Million0.0% of portfolio
-
Farmer Steven Patrick850KShares$16.9 Million0.28% of portfolio
-
Envestnet Asset Management Inc627KShares$12.5 Million0.0% of portfolio