All Square Wealth Management LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, All Square Wealth Management LLC holds 8,927 shares of IBTK stock, worth $171,398. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,927
Previous 6,977
27.95%
Holding current value
$171,398
Previous $134,000
32.84%
% of portfolio
0.1%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IBTK
# of Institutions
99Shares Held
11.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.99MShares$38.2 Million0.01% of portfolio
-
Atwood & Palmer Inc1.08MShares$20.7 Million1.44% of portfolio
-
Farmer Steven Patrick850KShares$16.3 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC666KShares$12.8 Million0.0% of portfolio
-
Waycross Investment Management CO Bellingham, WA547KShares$10.5 Million11.05% of portfolio