Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Venturi Wealth Management, LLC

$1.88 Billion
Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 733 shares of IBTM stock, worth $16,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares

733

Holding current value

$16,375

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$22.12 - $23.49 $16,213 - $17,218	733 New	733 $16,000

Others Institutions Holding IBTM

# of Institutions

Shares Held

7.94M

Call Options Held

Put Options Held

Krilogy Financial LLC

1.62M
Shares

$36.2 Million
2.63% of portfolio
Ubs Group Ag

1.44M
Shares

$32.1 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

801K
Shares

$17.9 Million
0.13% of portfolio
Stratos Wealth Partners, Ltd.

647K
Shares

$14.4 Million
0.21% of portfolio
Confluence Investment Management LLC

426K
Shares

$9.52 Million
0.14% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2032 TER

Ticker IBTM

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Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History