Vest Gen Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Vest Gen Advisors, LLC

$2.51 Trillion
Q2 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 30,013 shares of IBMN stock, worth $802,847. This represents 0.03% of its overall portfolio holdings.

Number of Shares

30,013

Holding current value

$802,847

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$26.41 - $26.76 $792,643 - $803,147	30,013 New	30,013 $803 Million

Others Institutions Holding IBMN

# of Institutions

183

Shares Held

15.6M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

2.2M
Shares

$58.9 Million
0.86% of portfolio
Bank Of America Corp Charlotte, NC

1.57M
Shares

$42.1 Million
0.0% of portfolio
Us Bancorp \De\

562K
Shares

$15 Million
0.02% of portfolio
Kathmere Capital Management, LLC Wayne, PA

505K
Shares

$13.5 Million
1.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

481K
Shares

$12.9 Million
0.07% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBMN
Sector ETFs
Industry ETFs

More about IBMN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Account

Vest Gen Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History