Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 30,082 shares of IBTF stock, worth $700,008. This represents 0.09% of its overall portfolio holdings.
Number of Shares
30,082
Previous 29,005
3.71%
Holding current value
$700,008
Previous $673,000
4.61%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
280Shares Held
69.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.5 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$84.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$81.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$66.9 Million0.02% of portfolio