Wealthspire Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 140,136 shares of IBTG stock, worth $3.21 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
140,136
Previous 135,573
3.37%
Holding current value
$3.21 Million
Previous $3.11 Million
3.47%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding IBTG
# of Institutions
313Shares Held
79MCall 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