Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History
Whalen Wealth Management Inc.
- $186 Billion
- Q4 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 197,091 shares of IBTL stock, worth $4.05 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
197,091Holding current value
$4.05 Million% of portfolio
2.17%Shares
1 transactions
Others Institutions Holding IBTL
# of Institutions
120Shares Held
17.1MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.26MShares$46.4 Million0.01% of portfolio
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True Private Wealth Advisors1.93MShares$39.6 Million4.82% of portfolio
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Federation Des Caisses Desjardins Du Quebec Levis, A81.82MShares$37.4 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC806KShares$16.6 Million0.0% of portfolio
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Morgan Stanley New York, NY721KShares$14.8 Million0.0% of portfolio