Lowe Wealth Advisors, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Lowe Wealth Advisors, LLC
- $252 Million
- Q2 2025
A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 4,937 shares of IBTK stock, worth $97,505. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,937
Previous 6,133
19.5%
Holding current value
$97,505
Previous $120,000
19.17%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBTK
# of Institutions
139Shares Held
18MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.62MShares$51.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$23.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.15MShares$22.8 Million0.01% of portfolio
-
Farmer Steven Patrick850KShares$16.8 Million0.28% of portfolio
-
D.A. Davidson & Co.746KShares$14.7 Million0.11% of portfolio