M3 Advisory Group, LLC Ishares Ibonds 2025 Term High Transaction History
M3 Advisory Group, LLC
- $145 Billion
- Q2 2025
A detailed history of M3 Advisory Group, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, M3 Advisory Group, LLC holds 10,529 shares of IBHE stock, worth $244,272. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,529
Previous 10,514
0.14%
Holding current value
$244,272
Previous $244 Million
0.21%
% of portfolio
0.17%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding IBHE
# of Institutions
158Shares Held
15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.36MShares$31.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.02MShares$23.7 Million0.0% of portfolio
-
Sky View Investment Advisors, LLC Shrewsbury, NJ970KShares$22.5 Million3.23% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS872KShares$20.2 Million0.24% of portfolio