Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Segment Wealth Management, LLC
- $1.41 Billion
- Q3 2024
A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 64,611 shares of IBDR stock, worth $1.53 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
64,611
Previous 62,571
3.26%
Holding current value
$1.53 Million
Previous $1.49 Million
2.95%
% of portfolio
0.11%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio