Dakota Wealth Management Ishares Tr Ibonds Dec 2027 Ter Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Dakota Wealth Management holds 12,550 shares of IBDS stock, worth $305,592. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,550
Previous 13,150
4.56%
Holding current value
$305,592
Previous $317,000
4.1%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
420Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio