Austin Private Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Austin Private Wealth, LLC
- $1.17 Billion
- Q2 2025
A detailed history of Austin Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Austin Private Wealth, LLC holds 65,507 shares of IBTG stock, worth $1.5 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
65,507
Previous 57,716
13.5%
Holding current value
$1.5 Million
Previous $1.32 Million
13.44%
% of portfolio
0.13%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding IBTG
# of Institutions
300Shares Held
70.9MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.2 Million0.01% of portfolio