Peloton Wealth Strategists Ishares Tr Ibonds Dec 2025 Ter Transaction History
Peloton Wealth Strategists
- $242 Million
- Q4 2024
A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Peloton Wealth Strategists holds 20,500 shares of IBMN stock, worth $547,350. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,500
Previous 25,000
18.0%
Holding current value
$547,350
Previous $666,000
18.17%
% of portfolio
0.23%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding IBMN
# of Institutions
174Shares Held
18.4MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.8 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.79MShares$47.7 Million0.0% of portfolio
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Mercer Global Advisors Inc Denver, CO994KShares$26.6 Million0.06% of portfolio
-
Envestnet Asset Management Inc877KShares$23.4 Million0.01% of portfolio
-
Us Bancorp \De\677KShares$18.1 Million0.02% of portfolio