Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 45,668 shares of IBTH stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
45,668
Previous 15,514
194.37%
Holding current value
$1.03 Million
Previous $348,000
295429.89%
% of portfolio
0.02%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
293Shares Held
63.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio