Savvy Advisors, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Savvy Advisors, Inc.
- $2.09 Billion
- Q3 2025
A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Savvy Advisors, Inc. holds 27,828 shares of IBTG stock, worth $637,261. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,828
Previous 27,057
2.85%
Holding current value
$637,261
Previous $620,000
2.9%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
313Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio