Chesley Taft & Associates LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Chesley Taft & Associates LLC
- $2.13 Billion
- Q4 2024
A detailed history of Chesley Taft & Associates LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 35,200 shares of IBDW stock, worth $724,064. This represents 0.03% of its overall portfolio holdings.
Number of Shares
35,200
Previous 22,000
60.0%
Holding current value
$724,064
Previous $466,000
53.65%
% of portfolio
0.03%
Previous 0.02%
Shares
2 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$85.8 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$77.8 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$52.5 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$50.1 Million0.0% of portfolio