Element Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Element Wealth, LLC
- $209 Million
- Q2 2025
A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 39,326 shares of IBTH stock, worth $882,082. This represents 0.42% of its overall portfolio holdings.
Number of Shares
39,326
Previous 35,631
10.37%
Holding current value
$882,082
Previous $798,000
10.78%
% of portfolio
0.42%
Previous 0.44%
Shares
8 transactions
Others Institutions Holding IBTH
# of Institutions
265Shares Held
53.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.46MShares$122 Million2.19% of portfolio
-
Morgan Stanley New York, NY3.67MShares$82.4 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.88MShares$64.7 Million2.48% of portfolio
-
Bank Of America Corp Charlotte, NC2.69MShares$60.3 Million0.0% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.85% of portfolio