Savvy Advisors, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History

Savvy Advisors, Inc.

$815 Million
Q4 2024

A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Savvy Advisors, Inc. holds 26,581 shares of IBTF stock, worth $620,932. This represents 0.08% of its overall portfolio holdings.

Number of Shares

26,581

Holding current value

$620,932

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$23.25 - $23.37 $618,008 - $621,197	26,581 New	26,581 $619,000

Others Institutions Holding IBTF

# of Institutions

311

Shares Held

86.3M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

8.46M
Shares

$198 Million
1.32% of portfolio
Hm Payson & CO Portland, ME

4.14M
Shares

$96.7 Million
1.67% of portfolio
Bank Of America Corp Charlotte, NC

3.71M
Shares

$86.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.69M
Shares

$86.2 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.8M
Shares

$65.4 Million
1.36% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

More about IBTF

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Savvy Advisors, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History