Beacon Financial Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Beacon Financial Group
- $869 Million
- Q1 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 41,582 shares of IBDW stock, worth $862,410. This represents 0.1% of its overall portfolio holdings.
Number of Shares
41,582
Previous 36,814
12.95%
Holding current value
$862,410
Previous $749,000
15.09%
% of portfolio
0.1%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding IBDW
# of Institutions
184Shares Held
54.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$110 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$86.6 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$78.5 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$53 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$50.5 Million0.0% of portfolio