Assetmark, Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Assetmark, Inc holds 1,233 shares of IBDW stock, worth $25,621. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,233

Holding current value

$25,621

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$20.1 - $20.8 $24,783 - $25,646	1,233 New	1,233 $25,000

Others Institutions Holding IBDW

# of Institutions

205

Shares Held

57.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.98M
Shares

$124 Million
1.38% of portfolio
Capital Investment Advisors, LLC

2.83M
Shares

$58.8 Million
1.19% of portfolio
Bank Of America Corp Charlotte, NC

2.7M
Shares

$56.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.66M
Shares

$55.2 Million
0.0% of portfolio
Venture Visionary Partners LLC

2.24M
Shares

$46.5 Million
2.03% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

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