True Private Wealth Advisors Ishares Tr Ibonds Dec 2027 Ter Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 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 1,979,633 shares of IBTH stock, worth $44.5 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
1,979,633
Previous 1,396,111
41.8%
Holding current value
$44.5 Million
Previous $31.3 Million
42.24%
% of portfolio
5.85%
Previous 3.97%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
270Shares Held
56MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.46MShares$123 Million2.19% of portfolio
-
Bank Of America Corp Charlotte, NC3.47MShares$78 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.46MShares$77.8 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.88MShares$64.8 Million2.48% of portfolio
-
Wells Fargo & Company San Francisco, CA2.02MShares$45.5 Million0.01% of portfolio