Element Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Element Wealth, LLC
- $219 Million
- Q3 2025
A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 37,788 shares of IBTG stock, worth $865,345. This represents 0.4% of its overall portfolio holdings.
Number of Shares
37,788
Previous 38,488
1.82%
Holding current value
$865,345
Previous $882,000
1.7%
% of portfolio
0.4%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares 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