Congress Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Congress Wealth Management LLC holds 158,521 shares of IBTF stock, worth $3.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
158,521Holding current value
$3.7 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IBTF
# of Institutions
332Shares Held
70.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Bank Of America Corp Charlotte, NC4.04MShares$94.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.56MShares$82.9 Million0.01% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$59.6 Million0.02% of portfolio