Executive Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Executive Wealth Management, LLC holds 150,720 shares of IBDQ stock, worth $3.79 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
150,720
Previous 106,862
41.04%
Holding current value
$3.79 Million
Previous $2.68 Million
40.75%
% of portfolio
0.33%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio