Assetmark, Inc Ishares Tr Ibonds Dec 2032 Ter Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Assetmark, Inc holds 223 shares of IBDX stock, worth $5,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares

223

Holding current value

$5,570

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$24.21 - $25.09 $5,398 - $5,595	223 New	223 $5,000

Others Institutions Holding IBDX

# of Institutions

148

Shares Held

35.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4M
Shares

$100 Million
1.12% of portfolio
Wells Fargo & Company San Francisco, CA

2.59M
Shares

$64.6 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.49M
Shares

$62.1 Million
1.26% of portfolio
Bank Of America Corp Charlotte, NC

2.23M
Shares

$55.8 Million
0.0% of portfolio
First Interstate Bank Billings, MT

2.03M
Shares

$50.7 Million
3.13% of portfolio

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About ISHARES TR IBONDS DEC 2032 TER

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