Liberty Wealth Management LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Liberty Wealth Management LLC holds 14,131 shares of IBTK stock, worth $280,359. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,131
Previous 14,017
0.81%
Holding current value
$280,359
Previous $278,000
0.72%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBTK
# of Institutions
156Shares Held
23.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.77MShares$54.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$28.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.18MShares$23.5 Million0.04% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.06MShares$21 Million1.83% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL942KShares$18.7 Million0.01% of portfolio