Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History
Whalen Wealth Management Inc.
- $141 Billion
- Q3 2024
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 13,969 shares of IBTF stock, worth $325,896. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,969
Previous 14,435
3.23%
Holding current value
$325,896
Previous $335 Million
2.39%
% of portfolio
0.23%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
278Shares Held
69.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$85 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$67 Million0.02% of portfolio