All Square Wealth Management LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
All Square Wealth Management LLC
- $172 Million
- Q4 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 20,459 shares of IBTK stock, worth $399,768. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,459
Previous 8,927
129.18%
Holding current value
$399,768
Previous $178,000
120.22%
% of portfolio
0.23%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IBTK
# of Institutions
116Shares Held
14MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.5MShares$48.9 Million0.01% of portfolio
-
Atwood & Palmer Inc1.08MShares$21.1 Million1.44% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$20.5 Million0.0% of portfolio
-
Farmer Steven Patrick850KShares$16.6 Million0.28% of portfolio
-
Envestnet Asset Management Inc554KShares$10.8 Million0.0% of portfolio