Dakota Wealth Management Ishares Tr Ibonds Dec 2029 Ter Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Dakota Wealth Management holds 16,330 shares of IBDU stock, worth $384,408. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,330
Previous 17,330
5.77%
Holding current value
$384,408
Previous $400,000
5.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
335Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio