Costello Asset Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History
Costello Asset Management, Inc
- $289 Million
- Q3 2025
A detailed history of Costello Asset Management, Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Costello Asset Management, Inc holds 4,658 shares of IBTH stock, worth $104,665. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,658
Previous 9,552
51.24%
Holding current value
$104,665
Previous $214,000
51.4%
% of portfolio
0.04%
Previous 0.08%
Shares
5 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