Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Connecticut Wealth Management, LLC
- $2.09 Billion
- Q2 2025
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 835,276 shares of IBTG stock, worth $19.1 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
835,276
Previous 408,173
104.64%
Holding current value
$19.1 Million
Previous $9.36 Million
104.55%
% of portfolio
0.92%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
298Shares Held
70MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.1 Million0.01% of portfolio