Savvy Advisors, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Savvy Advisors, Inc. holds 27,057 shares of IBTG stock, worth $619,605. This represents 0.04% of its overall portfolio holdings.
Number of Shares
27,057
Previous 26,162
3.42%
Holding current value
$619,605
Previous $600,000
3.33%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
298Shares Held
70.1MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.2 Million0.01% of portfolio