Beacon Financial Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Beacon Financial Group
- $896 Million
- Q2 2025
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 47,857 shares of IBDW stock, worth $1 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
47,857
Previous 41,582
15.09%
Holding current value
$1 Million
Previous $862,000
16.71%
% of portfolio
0.11%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
230Shares Held
64.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$134 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$65.8 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$61.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$58.9 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.1 Million1.97% of portfolio