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 $260,400. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,200
              Previous 11,200
              
        
           -0.0%
        
      
          
        Holding current value
$260,400
            Previous $257,000
            
        
           0.78%
        
      
          
        % of portfolio
0.03%
            Previous 0.03%
          
        Shares
	  1 transactions
	
  Others Institutions Holding IBTM
# of Institutions
91Shares Held
10.7MCall Options Held
0Put Options Held
0- 
    
      Krilogy Financial LLC2.04MShares$47.4 Million2.99% of portfolio
- 
    
      Parcion Private Wealth LLC Bellevue, WA902KShares$21 Million1.38% of portfolio
- 
    
      Ubs Group Ag808KShares$18.8 Million0.0% of portfolio
- 
    
      Janney Montgomery Scott LLC469KShares$10.9 Million0.03% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL436KShares$10.1 Million0.0% of portfolio