Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
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 43,434 shares of IBTH stock, worth $975,961. This represents 0.1% of its overall portfolio holdings.
Number of Shares
43,434
Previous 43,434
-0.0%
Holding current value
$975,961
Previous $976,000
0.2%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding IBTH
# of Institutions
290Shares Held
61MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio