Drive Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Drive Wealth Management, LLC
- $436 Million
- Q3 2025
A detailed history of Drive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Drive Wealth Management, LLC holds 79,276 shares of IBTG stock, worth $1.82 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
79,276
Previous 79,505
0.29%
Holding current value
$1.82 Million
Previous $1.82 Million
0.22%
% of portfolio
0.42%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio