M3 Advisory Group, LLC Ishares Ibonds 2025 Term High Transaction History
M3 Advisory Group, LLC
- $140 Billion
- Q4 2024
A detailed history of M3 Advisory Group, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, M3 Advisory Group, LLC holds 43,812 shares of IBHE stock, worth $1.02 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
43,812
Previous 44,289
1.08%
Holding current value
$1.02 Million
Previous $1.03 Billion
1.5%
% of portfolio
0.73%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding IBHE
# of Institutions
123Shares Held
14MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.44MShares$33.5 Million3.14% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$18.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA765KShares$17.8 Million0.0% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO715KShares$16.6 Million9.75% of portfolio