Independent Advisor Alliance Ishares Tr Ibonds Dec 2026 Ter Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
A detailed history of Independent Advisor Alliance transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Independent Advisor Alliance holds 12,289 shares of IBTG stock, worth $281,418. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,289
Previous 10,558
16.4%
Holding current value
$281,418
Previous $242,000
16.12%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
299Shares Held
70.8MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.2 Million0.01% of portfolio