Liberty Wealth Management LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Liberty Wealth Management LLC
- $677 Million
- Q3 2025
A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Liberty Wealth Management LLC holds 12,461 shares of IBTI stock, worth $278,503. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,461
Previous 12,358
0.83%
Holding current value
$278,503
Previous $276,000
1.09%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
217Shares Held
41.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.32MShares$74.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.39MShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$53 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$33.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.06MShares$23.6 Million0.04% of portfolio