Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 28,472 shares of IBTI stock, worth $629,800. This represents 0.08% of its overall portfolio holdings.
Number of Shares
28,472
Previous 28,472
-0.0%
Holding current value
$629,800
Previous $640,000
2.66%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
172Shares Held
33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$43.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$38.9 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.57MShares$34.8 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.32MShares$29.1 Million0.01% of portfolio