Ae Wealth Management LLC Ishares Ibonds Dec 2025 Term C Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Ae Wealth Management LLC holds 209,816 shares of IBDQ stock, worth $5.28 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
209,816
Previous 174,932
19.94%
Holding current value
$5.28 Million
Previous $4.4 Million
20.1%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio