Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 153,756 shares of IBDR stock, worth $3.65 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
153,756
Previous 112,602
36.55%
Holding current value
$3.65 Million
Previous $2.67 Million
36.54%
% of portfolio
0.32%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
404Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio