Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 44,242 shares of IBTG stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
44,242
Previous 14,638
202.24%
Holding current value
$1.01 Million
Previous $335,000
302993.43%
% of portfolio
0.02%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
312Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio