Merit Financial Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Merit Financial Group, LLC
- $9.62 Billion
- Q3 2025
A detailed history of Merit Financial Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Merit Financial Group, LLC holds 228,809 shares of IBDS stock, worth $5.57 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
228,809
Previous 185,813
23.14%
Holding current value
$5.57 Million
Previous $4.51 Million
23.51%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
424Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio