Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Steward Partners Investment Advisory, LLC
- $12.3 Billion
- Q2 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 278,439 shares of IBTG stock, worth $6.37 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
278,439
Previous 397,114
29.88%
Holding current value
$6.37 Million
Previous $9.11 Million
29.92%
% of portfolio
0.05%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding IBTG
# of Institutions
297Shares Held
70MCall 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 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.1 Million0.01% of portfolio