Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 11,200 shares of IBTM stock, worth $257,600. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,200
Previous 11,200
-0.0%
Holding current value
$257,600
Previous $256,000
0.39%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IBTM
# of Institutions
78Shares Held
9.52MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC2.04MShares$46.9 Million2.99% of portfolio
-
Ubs Group Ag1.64MShares$37.6 Million0.01% of portfolio
-
Confluence Investment Management LLC428KShares$9.86 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL423KShares$9.73 Million0.0% of portfolio
-
Morgan Stanley New York, NY398KShares$9.15 Million0.0% of portfolio