Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 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 14,638 shares of IBTG stock, worth $335,649. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,638Holding current value
$335,649% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
307Shares Held
75.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
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Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
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Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
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Bailard, Inc.3.1MShares$71 Million1.6% of portfolio