Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 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 424,865 shares of IBTF stock, worth $9.83 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
424,865
Previous 60,337
604.15%
Holding current value
$9.83 Million
Previous $1.4 Million
602.92%
% of portfolio
0.53%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
240Shares Held
75.1MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC13.9MShares$321 Million1.08% of portfolio
-
Ubs Group Ag3.92MShares$90.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$87.7 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.7 Million1.43% of portfolio
-
Bank Of America Corp Charlotte, NC3.17MShares$73.3 Million0.01% of portfolio