Delta Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Delta Wealth Advisors LLC
- $119 Billion
- Q2 2025
A detailed history of Delta Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 459,748 shares of IBTG stock, worth $10.5 Million. This represents 8.83% of its overall portfolio holdings.
Number of Shares
459,748
Previous 498,838
7.84%
Holding current value
$10.5 Million
Previous $11.4 Billion
7.88%
% of portfolio
8.83%
Previous 10.39%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
301Shares Held
71.4MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.2 Million0.01% of portfolio