Drive Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Drive Wealth Management, LLC
- $440 Million
- Q2 2025
A detailed history of Drive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Drive Wealth Management, LLC holds 81,800 shares of IBDW stock, worth $1.75 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
81,800
Previous 83,217
1.7%
Holding current value
$1.75 Million
Previous $1.73 Million
0.29%
% of portfolio
0.39%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
235Shares Held
68.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$72.7 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.8 Million1.08% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio