Calton & Associates, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Calton & Associates, Inc.
- $542 Million
- Q2 2025
A detailed history of Calton & Associates, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Calton & Associates, Inc. holds 9,546 shares of IBDS stock, worth $232,445. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,546
Previous 10,796
11.58%
Holding current value
$232,445
Previous $261,000
11.49%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
419Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio