Element Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Element Wealth, LLC
- $187 Million
- Q4 2024
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 34,503 shares of IBTG stock, worth $787,013. This represents 0.42% of its overall portfolio holdings.
Number of Shares
34,503
Previous 32,989
4.59%
Holding current value
$787,013
Previous $761,000
3.42%
% of portfolio
0.42%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding IBTG
# of Institutions
254Shares Held
54.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.5 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.1 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.1 Million1.1% of portfolio