Hm Payson & CO Ishares Tr Ibonds Dec 2028 Ter Transaction History

Hm Payson & CO

$5.79 Billion
Q4 2024

A detailed history of Hm Payson & CO transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Hm Payson & CO holds 2,259 shares of IBTI stock, worth $49,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,259

Previous 2,259 -0.0%

Holding current value

$49,517

Previous $50,000 2.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jun 20, 2024	BUY	$21.79 - $22.29 $49,223 - $50,353	2,259 New	2,259 $49,000

Others Institutions Holding IBTI

# of Institutions

162

Shares Held

26.8M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

1.64M
Shares

$35.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.32M
Shares

$28.9 Million
0.01% of portfolio
Atwood & Palmer Inc

1.08M
Shares

$23.8 Million
1.65% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.03M
Shares

$22.6 Million
0.15% of portfolio
Stifel Financial Corp St. Louis, MO

1.02M
Shares

$22.5 Million
0.02% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

More about IBTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hm Payson & CO, based on Form 13F filings with the SEC.

News

Stay updated on Hm Payson & CO with notifications on news.

Account