Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Segment Wealth Management, LLC
- $1.42 Billion
- Q4 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 65,186 shares of IBDR stock, worth $1.55 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
65,186
Previous 64,611
0.89%
Holding current value
$1.55 Million
Previous $1.53 Million
0.91%
% of portfolio
0.11%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding IBDR
# of Institutions
405Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio