Delta Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Delta Wealth Advisors LLC
- $128 Billion
- Q3 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 482,462 shares of IBTG stock, worth $11 Million. This represents 8.66% of its overall portfolio holdings.
Number of Shares
482,462
Previous 459,748
4.94%
Holding current value
$11 Million
Previous $10.5 Billion
5.03%
% of portfolio
8.66%
Previous 8.83%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
312Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio