Crestmont Private Wealth LLC Ishares Ibonds Dec 2025 Term C Transaction History
Crestmont Private Wealth LLC
- $231 Billion
- Q1 2025
A detailed history of Crestmont Private Wealth LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 72,268 shares of IBDQ stock, worth $1.82 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
72,268
Previous 58,685
23.15%
Holding current value
$1.82 Million
Previous $1.47 Billion
23.64%
% of portfolio
0.79%
Previous 0.66%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
431Shares Held
93.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.7 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.64MShares$66.3 Million0.28% of portfolio