Element Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Element Wealth, LLC
- $187 Million
- Q4 2024
A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 51,613 shares of IBDS stock, worth $1.24 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
51,613
Previous 50,174
2.87%
Holding current value
$1.24 Million
Previous $1.22 Million
1.15%
% of portfolio
0.66%
Previous 0.65%
Shares
9 transactions
Others Institutions Holding IBDS
# of Institutions
381Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$188 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc3.72MShares$89.8 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.8 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$82.7 Million6.94% of portfolio