Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 30,699 shares of IBTH stock, worth $682,745. This represents 0.09% of its overall portfolio holdings.
Number of Shares
30,699
Previous 30,699
-0.0%
Holding current value
$682,745
Previous $677,000
2.66%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
199Shares Held
32.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.9 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.9 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.6 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.4 Million0.21% of portfolio
-
Confluence Investment Management LLC1.36MShares$30.2 Million0.43% of portfolio