Robinson Smith Wealth Advisors LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 25,586 shares of IBDS stock, worth $614,319. This represents 0.53% of its overall portfolio holdings.
Number of Shares
25,586
Previous 25,435
0.59%
Holding current value
$614,319
Previous $604 Million
3.31%
% of portfolio
0.53%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
349Shares Held
85.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio