Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 37,293 shares of IBTG stock, worth $853,636. This represents 0.11% of its overall portfolio holdings.
Number of Shares
37,293
Previous 30,923
20.6%
Holding current value
$853,636
Previous $705,000
21.28%
% of portfolio
0.11%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
279Shares Held
64.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.2 Million0.01% of portfolio