Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Wealthspire Advisors, LLC
- $7.78 Billion
- Q2 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 83,674 shares of IBTG stock, worth $1.91 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
83,674
Previous 64,342
30.05%
Holding current value
$1.91 Million
Previous $1.46 Million
29.77%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
209Shares Held
38.3MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.5 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.41MShares$77.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$51.9 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$41.8 Million0.0% of portfolio
-
Bailard, Inc.1.65MShares$37.7 Million1.0% of portfolio