Element Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Element Wealth, LLC
- $209 Million
- Q2 2025
A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 14,720 shares of IBTI stock, worth $330,169. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,720
Previous 10,995
33.88%
Holding current value
$330,169
Previous $244,000
34.84%
% of portfolio
0.16%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding IBTI
# of Institutions
202Shares Held
39.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$73.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$55.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.26MShares$50.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$30.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.27MShares$28.4 Million0.15% of portfolio