Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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 20,522 shares of IBMN stock, worth $545,269. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,522
Previous 19,227
6.74%
Holding current value
$545,269
Previous $508 Million
7.0%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBMN
# of Institutions
165Shares Held
18MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.5 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$49.5 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO967KShares$25.7 Million0.06% of portfolio
-
Envestnet Asset Management Inc839KShares$22.3 Million0.01% of portfolio
-
Us Bancorp \De\689KShares$18.3 Million0.02% of portfolio