Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 43,434 shares of IBTH stock, worth $978,133. This represents 0.11% of its overall portfolio holdings.
Number of Shares
43,434
Previous 34,982
24.16%
Holding current value
$978,133
Previous $784,000
24.49%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding IBTH
# of Institutions
270Shares Held
57.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Bank Of America Corp Charlotte, NC3.47MShares$78.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.46MShares$77.9 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.8 Million2.33% of portfolio
-
Wells Fargo & Company San Francisco, CA2.02MShares$45.6 Million0.01% of portfolio