Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Wealthspire Advisors, LLC
- $9.71 Billion
- Q3 2024
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 101,659 shares of IBTG stock, worth $2.32 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
101,659
Previous 83,674
21.49%
Holding current value
$2.32 Million
Previous $1.9 Million
23.68%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
217Shares Held
41.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.4 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$51.9 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$47.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$39.9 Million0.01% of portfolio