True Private Wealth Advisors Ishares Tr Ibonds Dec 2027 Ter Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 2025
A detailed history of True Private Wealth Advisors transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, True Private Wealth Advisors holds 1,975,228 shares of IBTH stock, worth $44.4 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
1,975,228
Previous 1,979,633
0.22%
Holding current value
$44.4 Million
Previous $44.5 Million
0.09%
% of portfolio
5.41%
Previous 5.85%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
287Shares Held
60.8MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.97MShares$44.3 Million0.01% of portfolio