Client 1 St Advisory Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Client 1 St Advisory Group, LLC
- $306 Million
- Q3 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 19,920 shares of IBMQ stock, worth $507,960. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,920
Previous 19,920
-0.0%
Holding current value
$507,960
Previous $506,000
0.79%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IBMQ
# of Institutions
179Shares Held
18.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.12MShares$53.9 Million0.0% of portfolio
-
Vishria Bird Financial Group, LLC1.14MShares$29.2 Million6.63% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH913KShares$23.3 Million0.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO900KShares$23 Million0.04% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio