Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
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 30,923 shares of IBTG stock, worth $706,590. This represents 0.09% of its overall portfolio holdings.
Number of Shares
30,923
Previous 29,819
3.7%
Holding current value
$706,590
Previous $675,000
5.63%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
222Shares Held
42.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.7 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$79 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.2 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$48 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$40 Million0.01% of portfolio