Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,003 shares of IBTI stock, worth $290,617. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,003
Previous 12,315
5.59%
Holding current value
$290,617
Previous $275,000
5.82%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
213Shares Held
41.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.32MShares$74.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.39MShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$53 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$33.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.06MShares$23.6 Million0.04% of portfolio