Liberty Wealth Management LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Liberty Wealth Management LLC holds 13,924 shares of IBTH stock, worth $312,872. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,924
Previous 13,806
0.85%
Holding current value
$312,872
Previous $310,000
0.97%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
288Shares Held
60.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio