Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 26,997 shares of IBTK stock, worth $539,940. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,997
Previous 26,997
-0.0%
Holding current value
$539,940
Previous $530,000
0.94%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IBTK
# of Institutions
142Shares Held
19.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.69MShares$53.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$27.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.15MShares$23 Million0.01% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.03MShares$20.6 Million2.03% of portfolio
-
Farmer Steven Patrick850KShares$17 Million0.28% of portfolio