Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 24,621 shares of IBMN stock, worth $656,395. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,621
Previous 20,522
19.97%
Holding current value
$656,395
Previous $544 Million
20.77%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IBMN
# of Institutions
166Shares Held
17.8MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.7 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.79MShares$47.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO994KShares$26.5 Million0.06% of portfolio
-
Envestnet Asset Management Inc877KShares$23.4 Million0.01% of portfolio
-
Us Bancorp \De\689KShares$18.4 Million0.02% of portfolio