Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 2025
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 96,821 shares of IBTH stock, worth $2.17 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
96,821
Previous 92,956
4.16%
Holding current value
$2.17 Million
Previous $2.08 Million
4.46%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
265Shares Held
53.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.46MShares$122 Million2.19% of portfolio
-
Morgan Stanley New York, NY3.67MShares$82.4 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.88MShares$64.7 Million2.48% of portfolio
-
Bank Of America Corp Charlotte, NC2.69MShares$60.3 Million0.0% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.85% of portfolio