Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Compass Ion Advisors, LLC

$781 Million
Q1 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 $258,048. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,200

Holding current value

$258,048

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$21.92 - $22.89 $245,504 - $256,368	11,200 New	11,200 $256,000

Others Institutions Holding IBTM

# of Institutions

Shares Held

9.63M

Call Options Held

Put Options Held

Krilogy Financial LLC

1.98M
Shares

$45.6 Million
3.26% of portfolio
Ubs Group Ag

1.59M
Shares

$36.7 Million
0.01% of portfolio
Parcion Private Wealth LLC Bellevue, WA

937K
Shares

$21.6 Million
1.81% of portfolio
New Edge Advisors, LLC New Orleans, LA

835K
Shares

$19.2 Million
0.12% of portfolio
Confluence Investment Management LLC

426K
Shares

$9.82 Million
0.15% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2032 TER

Ticker IBTM

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Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History