Drive Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Drive Wealth Management, LLC
- $440 Million
- Q2 2025
A detailed history of Drive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Drive Wealth Management, LLC holds 79,505 shares of IBTG stock, worth $1.82 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
79,505
Previous 80,660
1.43%
Holding current value
$1.82 Million
Previous $1.85 Million
1.46%
% of portfolio
0.41%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
289Shares Held
66.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.2 Million0.01% of portfolio