Visionary Wealth Advisors Ishares Tr Ibonds Dec 2026 Ter Transaction History
Visionary Wealth Advisors
- $1.96 Billion
- Q3 2025
A detailed history of Visionary Wealth Advisors transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Visionary Wealth Advisors holds 15,861 shares of IBTG stock, worth $363,216. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,861
Previous 12,069
31.42%
Holding current value
$363,216
Previous $276,000
31.88%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
313Shares Held
78.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio