Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Gratus Wealth Advisors, LLC
- $710 Billion
- Q3 2025
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,345,475 shares of IBDS stock, worth $32.7 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
1,345,475
Previous 1,307,775
2.88%
Holding current value
$32.7 Million
Previous $31.7 Billion
3.18%
% of portfolio
4.61%
Previous 4.81%
Shares
8 transactions
Others Institutions Holding IBDS
# of Institutions
433Shares Held
110MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio