Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 45,924 shares of IBTG stock, worth $1.05 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
45,924
Previous 44,938
2.19%
Holding current value
$1.05 Million
Previous $1.03 Million
2.23%
% of portfolio
0.11%
Previous 0.12%
Shares
6 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