Mb, Levis & Associates, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Mb, Levis & Associates, LLC
- $228 Billion
- Q2 2025
A detailed history of Mb, Levis & Associates, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Mb, Levis & Associates, LLC holds 638,727 shares of IBDW stock, worth $13.4 Million. This represents 5.9% of its overall portfolio holdings.
Number of Shares
638,727
Previous 628,699
1.6%
Holding current value
$13.4 Million
Previous $13 Billion
3.01%
% of portfolio
5.9%
Previous 6.06%
Shares
11 transactions
Others Institutions Holding IBDW
# of Institutions
219Shares Held
61.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$134 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$65.8 Million1.24% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$56.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.66MShares$55.8 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.1 Million1.97% of portfolio