Asset Advisors Investment Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Asset Advisors Investment Management, LLC
- $1 Billion
- Q2 2025
A detailed history of Asset Advisors Investment Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Asset Advisors Investment Management, LLC holds 566,440 shares of IBTI stock, worth $12.6 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
566,440
Previous 280,181
102.17%
Holding current value
$12.6 Million
Previous $6.23 Million
103.16%
% of portfolio
1.26%
Previous 0.66%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
199Shares Held
38.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.43MShares$76.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$53.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.07MShares$46 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.5MShares$33.3 Million0.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.21MShares$27 Million0.01% of portfolio