Element Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Element Wealth, LLC
- $219 Million
- Q3 2025
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 21,564 shares of IBDT stock, worth $548,156. This represents 0.25% of its overall portfolio holdings.
Number of Shares
21,564
Previous 20,537
5.0%
Holding current value
$548,156
Previous $522,000
5.36%
% of portfolio
0.25%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding IBDT
# of Institutions
411Shares Held
95.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.42MShares$86.8 Million1.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio