Iht Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,848 shares of IBTG stock, worth $202,619. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,848
Previous 8,816
0.36%
Holding current value
$202,619
Previous $202,000
0.5%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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