Element Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Element Wealth, LLC
- $209 Million
- Q2 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 38,488 shares of IBTG stock, worth $882,529. This represents 0.42% of its overall portfolio holdings.
Number of Shares
38,488
Previous 34,217
12.48%
Holding current value
$882,529
Previous $784,000
12.5%
% of portfolio
0.42%
Previous 0.43%
Shares
9 transactions
Others Institutions Holding IBTG
# of Institutions
303Shares Held
72.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.3 Million0.01% of portfolio