Beacon Financial Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Beacon Financial Group
- $886 Million
- Q4 2024
A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Beacon Financial Group holds 36,814 shares of IBDW stock, worth $754,318. This represents 0.08% of its overall portfolio holdings.
Number of Shares
36,814
Previous 26,563
38.59%
Holding current value
$754,318
Previous $563,000
33.04%
% of portfolio
0.08%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
182Shares Held
54.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$109 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$85.5 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$77.5 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$52.3 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$49.9 Million0.0% of portfolio