Cooper/Haims Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Cooper/Haims Advisors, LLC
- $173 Million
- Q4 2024
A detailed history of Cooper/Haims Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 8,230 shares of IBDT stock, worth $206,737. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,230
Previous 8,230
-0.0%
Holding current value
$206,737
Previous $210,000
2.86%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IBDT
# of Institutions
341Shares Held
77.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$193 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$70 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.8 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.9 Million0.02% of portfolio