Robinson Smith Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 29,668 shares of IBDR stock, worth $704,615. This represents 0.61% of its overall portfolio holdings.
Number of Shares
29,668
Previous 29,122
1.87%
Holding current value
$704,615
Previous $694 Million
3.93%
% of portfolio
0.61%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
370Shares Held
88.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio