Costello Asset Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History
Costello Asset Management, Inc
- $151 Million
- Q4 2024
A detailed history of Costello Asset Management, Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Costello Asset Management, Inc holds 13,914 shares of IBTH stock, worth $309,308. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,914
Previous 6,622
110.12%
Holding current value
$309,308
Previous $149,000
106.71%
% of portfolio
0.2%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
205Shares Held
33.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.8 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.9 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.6 Million0.0% of portfolio
-
Confluence Investment Management LLC1.42MShares$31.5 Million0.45% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.4 Million0.21% of portfolio