Visionary Wealth Advisors Ishares Tr Ibonds Dec 2027 Ter Transaction History
Visionary Wealth Advisors
- $1.96 Billion
- Q3 2025
A detailed history of Visionary Wealth Advisors transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Visionary Wealth Advisors holds 15,428 shares of IBTH stock, worth $346,667. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,428
Previous 11,538
33.71%
Holding current value
$346,667
Previous $259,000
33.98%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBTH
# of Institutions
294Shares Held
63.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio