Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Connecticut Wealth Management, LLC
- $2.23 Billion
- Q3 2025
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 10,073 shares of IBTH stock, worth $226,340. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,073
Previous 12,845
21.58%
Holding current value
$226,340
Previous $288,000
21.53%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
293Shares Held
63.2MCall 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