M3 Advisory Group, LLC Ishares Ibonds Dec 2025 Term C Transaction History
M3 Advisory Group, LLC
- $140 Billion
- Q4 2024
A detailed history of M3 Advisory Group, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, M3 Advisory Group, LLC holds 12,067 shares of IBDQ stock, worth $302,640. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,067
Previous 13,951
13.5%
Holding current value
$302,640
Previous $350 Million
13.68%
% of portfolio
0.22%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
418Shares Held
94.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.7 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.3 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.1 Million0.02% of portfolio