Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Vista Private Wealth Partners. LLC
- $331 Million
- Q3 2025
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 780,983 shares of IBTG stock, worth $17.9 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
780,983
Previous 780,842
0.02%
Holding current value
$17.9 Million
Previous $17.9 Million
0.11%
% of portfolio
5.41%
Previous 5.65%
Shares
10 transactions
Others Institutions Holding IBTG
# of Institutions
307Shares Held
75.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$71 Million1.6% of portfolio