Sarver Vrooman Wealth Advisors Ishares Tr Ibonds Dec 2031 Ter Transaction History
Sarver Vrooman Wealth Advisors
- $156 Billion
- Q3 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 2,179,772 shares of IBDW stock, worth $46.5 Million. This represents 29.73% of its overall portfolio holdings.
Number of Shares
2,179,772
Previous 2,150,445
1.36%
Holding current value
$46.5 Million
Previous $45.2 Billion
2.23%
% of portfolio
29.73%
Previous 30.07%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
243Shares Held
69.6MCall 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