Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 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 $258,944. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,200
Previous 11,200
-0.0%
Holding current value
$258,944
Previous $257,000
0.78%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IBTM
# of Institutions
100Shares Held
12.2MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC2.49MShares$57.5 Million2.38% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA902KShares$20.9 Million1.38% of portfolio
-
Ubs Group Ag830KShares$19.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY828KShares$19.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL474KShares$11 Million0.0% of portfolio