Moseley Investment Management Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History
Moseley Investment Management Inc
- $212 Million
- Q2 2024
A detailed history of Moseley Investment Management Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Moseley Investment Management Inc holds 86,651 shares of IBTI stock, worth $1.95 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
86,651
Previous 64,065
35.25%
Holding current value
$1.95 Million
Previous $1.4 Million
34.69%
% of portfolio
0.89%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding IBTI
# of Institutions
130Shares Held
18.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.45MShares$32.5 Million0.01% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.7 Million0.55% of portfolio
-
Atwood & Palmer Inc940KShares$21.1 Million1.57% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL897KShares$20.1 Million0.03% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY766KShares$17.2 Million8.0% of portfolio