M3 Advisory Group, LLC Ishares Ibonds 2025 Term High Transaction History
M3 Advisory Group, LLC
- $121 Billion
- Q2 2024
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 38,517 shares of IBHE stock, worth $893,594. This represents 0.74% of its overall portfolio holdings.
Number of Shares
38,517
Previous 35,010
10.02%
Holding current value
$893,594
Previous $819 Million
9.52%
% of portfolio
0.74%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding IBHE
# of Institutions
113Shares Held
14.5MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.28MShares$29.6 Million2.93% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$28.3 Million0.0% of portfolio
-
Richard P Slaughter Associates Inc1.2MShares$27.8 Million7.42% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL973KShares$22.6 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA692KShares$16 Million0.0% of portfolio