Keystone Wealth Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Keystone Wealth Services, LLC
- $418 Million
- Q3 2025
A detailed history of Keystone Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 11,320 shares of IBDT stock, worth $287,754. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,320
Previous 12,808
11.62%
Holding current value
$287,754
Previous $325,000
11.38%
% of portfolio
0.07%
Previous 0.09%
Shares
12 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