Liberty Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Liberty Wealth Management LLC
- $677 Million
- Q3 2025
A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Liberty Wealth Management LLC holds 13,613 shares of IBTG stock, worth $311,601. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,613
Previous 13,494
0.88%
Holding current value
$311,601
Previous $309,000
0.97%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
75.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% 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
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio