Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 26,997 shares of IBTK stock, worth $535,620. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,997
Previous 26,997
-0.0%
Holding current value
$535,620
Previous $535,000
0.19%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding IBTK
# of Institutions
155Shares Held
22.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.77MShares$54.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$28.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.18MShares$23.5 Million0.04% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.06MShares$21 Million1.83% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL942KShares$18.7 Million0.01% of portfolio