Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Connecticut Wealth Management, LLC
- $2.23 Billion
- Q3 2025
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 9,090 shares of IBTI stock, worth $203,161. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,090
Previous 11,862
23.37%
Holding current value
$203,161
Previous $265,000
23.4%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
214Shares Held
41.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.32MShares$74.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.39MShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$53 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$33.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.06MShares$23.6 Million0.04% of portfolio