Asset Advisors Investment Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Asset Advisors Investment Management, LLC
- $1.05 Billion
- Q3 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 1,051,344 shares of IBTI stock, worth $23.6 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
1,051,344
Previous 566,440
85.61%
Holding current value
$23.6 Million
Previous $12.7 Million
85.86%
% of portfolio
2.25%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding IBTI
# of Institutions
201Shares Held
39.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$73.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$55.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.26MShares$50.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$30.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.27MShares$28.4 Million0.15% of portfolio