Dakota Wealth Management Ishares Tr Ibonds Dec 2027 Ter Transaction History

Dakota Wealth Management

$5.42 Billion
Q4 2025

A detailed history of Dakota Wealth Management transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Dakota Wealth Management holds 9,335 shares of IBTH stock, worth $209,757. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,335

Holding current value

$209,757

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 13, 2026	BUY	$22.43 - $22.55 $209,384 - $210,504	9,335 New	9,335 $209,000

Others Institutions Holding IBTH

# of Institutions

294

Shares Held

63.2M

Call Options Held

Put Options Held

Hm Payson & CO Portland, ME

6.8M
Shares

$153 Million
2.27% of portfolio
Morgan Stanley New York, NY

3.51M
Shares

$78.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$76.1 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

2.83M
Shares

$63.7 Million
2.33% of portfolio
True Private Wealth Advisors

1.98M
Shares

$44.4 Million
5.41% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

More about IBTH

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Dakota Wealth Management Ishares Tr Ibonds Dec 2027 Ter Transaction History