Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 168,436 shares of IBTF stock, worth $3.93 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
168,436
Previous 169,088
0.39%
Holding current value
$3.93 Million
Previous $3.95 Million
0.33%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding IBTF
# of Institutions
331Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.64MShares$84.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.61MShares$84.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio