Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
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 30,923 shares of IBTG stock, worth $708,755. This represents 0.09% of its overall portfolio holdings.
Number of Shares
30,923
Previous 30,923
-0.0%
Holding current value
$708,755
Previous $713,000
1.12%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$92 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.4 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.5 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$62 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.4 Million1.1% of portfolio