Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Shelton Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 182,784 shares of IBTG stock, worth $4.18 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
182,784
Previous 125,778
45.32%
Holding current value
$4.18 Million
Previous $2.86 Million
44.99%
% of portfolio
2.38%
Previous 1.81%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
195Shares Held
37.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$78.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$75.9 Million1.37% of portfolio
-
Capital Investment Advisors, LLC2.29MShares$52.4 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$42 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.51MShares$34.5 Million0.25% of portfolio