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 111,216 shares of IBTH stock, worth $2.5 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
111,216
Previous 96,821
14.87%
Holding current value
$2.5 Million
Previous $2.18 Million
15.02%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBTH
# of Institutions
293Shares 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