One Ascent Financial Services LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
One Ascent Financial Services LLC
- $582 Million
- Q3 2025
Shares
	  6 transactions
	
  Others Institutions Holding IBTG
# of Institutions
307Shares Held
76.4MCall Options Held
0Put Options Held
0- 
    
      Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
- 
    
      Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
- 
    
      Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
- 
    
      Bailard, Inc.3.1MShares$71 Million1.6% of portfolio