Cheviot Value Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Cheviot Value Management, LLC
- $840 Million
- Q2 2025
A detailed history of Cheviot Value Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Cheviot Value Management, LLC holds 243,484 shares of IBDW stock, worth $5.2 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
243,484
Previous 231,971
4.96%
Holding current value
$5.2 Million
Previous $4.81 Million
6.42%
% of portfolio
0.61%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
237Shares Held
69.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$72.7 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.8 Million1.08% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio