Alterna Wealth Management, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Alterna Wealth Management, Inc
- $128 Million
- Q1 2025
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 172,426 shares of IBDQ stock, worth $4.34 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
172,426
Previous 181,806
5.16%
Holding current value
$4.34 Million
Previous $4.55 Million
4.79%
% of portfolio
3.38%
Previous 3.95%
Shares
7 transactions
Others Institutions Holding IBDQ
# of Institutions
427Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
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Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.7 Million1.48% of portfolio
-
Ubs Group Ag3.18MShares$80 Million0.02% of portfolio