Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 37,064 shares of IBTI stock, worth $831,345. This represents 0.1% of its overall portfolio holdings.
Number of Shares
37,064
Previous 28,472
30.18%
Holding current value
$831,345
Previous $633,000
30.81%
% of portfolio
0.1%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
199Shares Held
39MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$73.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$55.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.26MShares$50.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$30.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.27MShares$28.4 Million0.15% of portfolio