Sarver Vrooman Wealth Advisors Ishares Tr Ibonds Dec 2031 Ter Transaction History
Sarver Vrooman Wealth Advisors
- $150 Billion
- Q2 2025
A detailed history of Sarver Vrooman Wealth Advisors transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Sarver Vrooman Wealth Advisors holds 2,150,445 shares of IBDW stock, worth $45 Million. This represents 30.07% of its overall portfolio holdings.
Number of Shares
2,150,445
Previous 2,128,732
1.02%
Holding current value
$45 Million
Previous $44.2 Billion
2.43%
% of portfolio
30.07%
Previous 29.39%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
205Shares Held
59.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.98MShares$125 Million1.38% of portfolio
-
Capital Investment Advisors, LLC2.83MShares$59.2 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$56.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.66MShares$55.6 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.24MShares$46.9 Million2.03% of portfolio