Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Sightline Wealth Advisors, LLC
- $152 Million
- Q1 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 80,018 shares of IBDR stock, worth $1.9 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
80,018
Previous 78,753
1.61%
Holding current value
$1.9 Million
Previous $1.88 Million
1.38%
% of portfolio
1.26%
Previous 1.43%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
339Shares Held
78.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.4MShares$176 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.91MShares$117 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.11MShares$73.9 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$56.3 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.04MShares$48.5 Million0.14% of portfolio