All Square Wealth Management LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, All Square Wealth Management LLC holds 13,285 shares of IBTM stock, worth $304,625. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,285
Previous 10,920
21.66%
Holding current value
$304,625
Previous $242,000
25.62%
% of portfolio
0.18%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IBTM
# of Institutions
78Shares Held
9.69MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC2.04MShares$46.8 Million2.99% of portfolio
-
Ubs Group Ag1.64MShares$37.5 Million0.01% of portfolio
-
Confluence Investment Management LLC428KShares$9.83 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL423KShares$9.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY398KShares$9.12 Million0.0% of portfolio