Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 392,562 shares of IBTG stock, worth $8.99 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
392,562
Previous 351,893
11.56%
Holding current value
$8.99 Million
Previous $8.03 Million
12.2%
% of portfolio
6.2%
Previous 6.24%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
279Shares Held
64.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.2 Million0.01% of portfolio