Modern Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 98,555 shares of IBDQ stock, worth $2.48 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
98,555
Previous 26,531
271.47%
Holding current value
$2.48 Million
Previous $666 Million
271.32%
% of portfolio
0.09%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
417Shares Held
93.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.4 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio