Meredith Wealth Planning Ishares Tr Ibonds Dec 2027 Ter Transaction History
Meredith Wealth Planning
- $316 Billion
- Q3 2025
A detailed history of Meredith Wealth Planning transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Meredith Wealth Planning holds 11,780 shares of IBDS stock, worth $285,900. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,780
Previous 11,653
1.09%
Holding current value
$285,900
Previous $283 Million
1.38%
% of portfolio
0.09%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding IBDS
# of Institutions
433Shares Held
110MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio