All Square Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
All Square Wealth Management LLC
- $176 Million
- Q2 2025
A detailed history of All Square Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, All Square Wealth Management LLC holds 31,726 shares of IBTH stock, worth $712,883. This represents 0.41% of its overall portfolio holdings.
Number of Shares
31,726
Previous 31,726
-0.0%
Holding current value
$712,883
Previous $711,000
0.28%
% of portfolio
0.41%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding IBTH
# of Institutions
287Shares Held
60.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio