Delta Wealth Advisors LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Delta Wealth Advisors LLC
- $128 Billion
- Q3 2025
A detailed history of Delta Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 726,014 shares of IBTF stock, worth $16.9 Million. This represents 13.27% of its overall portfolio holdings.
Number of Shares
726,014
Previous 695,257
4.42%
Holding current value
$16.9 Million
Previous $16.2 Billion
4.45%
% of portfolio
13.27%
Previous 13.6%
Shares
7 transactions
Others Institutions Holding IBTF
# of Institutions
331Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.64MShares$84.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.61MShares$84.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio