Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 33,745 shares of IBDS stock, worth $818,991. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33,745
Previous 25,491
32.38%
Holding current value
$818,991
Previous $618,000
32.85%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
436Shares Held
111MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio