Element Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Element Wealth, LLC
- $187 Million
- Q4 2024
A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 17,937 shares of IBDT stock, worth $450,039. This represents 0.24% of its overall portfolio holdings.
Number of Shares
17,937
Previous 15,841
13.23%
Holding current value
$450,039
Previous $404,000
10.4%
% of portfolio
0.24%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding IBDT
# of Institutions
341Shares Held
77.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$193 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.9 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.7 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.9 Million0.02% of portfolio