Annis Gardner Whiting Capital Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$485 Billion
Q3 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$23.29 - $23.38 $20,192 - $20,270	867 New	867 $20.3 Million

Others Institutions Holding IBTF

# of Institutions

268

Shares Held

58.7M

Call Options Held

Put Options Held

Hm Payson & CO Portland, ME

5.14M
Shares

$120 Million
1.78% of portfolio
Morgan Stanley New York, NY

3.64M
Shares

$84.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.61M
Shares

$84.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.98M
Shares

$69.5 Million
0.02% of portfolio
Colony Group LLC Boston, MA

2.65M
Shares

$61.7 Million
0.92% of portfolio

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About ISHARES TR IBONDS DEC 2025 TER

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