Ibex Wealth Advisors Ishares Tr Ibonds Dec 2028 Ter Transaction History
Ibex Wealth Advisors
- $728 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
370Shares Held
87MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.77MShares$197 Million0.02% of portfolio
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Morgan Stanley New York, NY3.74MShares$94.8 Million0.01% of portfolio
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Capital Investment Advisors, LLC3.22MShares$81.5 Million1.53% of portfolio
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Capital Advisors Inc3.06MShares$77.7 Million1.44% of portfolio
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Mercer Global Advisors Inc Denver, CO2.36MShares$59.8 Million0.14% of portfolio