Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Connecticut Wealth Management, LLC
- $2.06 Billion
- Q3 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 722,854 shares of IBTF stock, worth $16.8 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
722,854
Previous 636,366
13.59%
Holding current value
$16.8 Million
Previous $14.8 Million
14.57%
% of portfolio
0.82%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
280Shares Held
69.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.5 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$84.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$81.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$66.9 Million0.02% of portfolio