Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 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 44,938 shares of IBTG stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
44,938
Previous 37,293
20.5%
Holding current value
$1.03 Million
Previous $855,000
20.47%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
293Shares Held
67.4MCall 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 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.1 Million0.01% of portfolio