Frisch Financial Group, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History
Frisch Financial Group, Inc.
- $409 Million
- Q2 2025
A detailed history of Frisch Financial Group, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Frisch Financial Group, Inc. holds 901,284 shares of IBDW stock, worth $19.1 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
901,284
Previous 791,867
13.82%
Holding current value
$19.1 Million
Previous $16.4 Million
15.41%
% of portfolio
4.64%
Previous 4.61%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
230Shares Held
64.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$135 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$66.4 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.5 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.47MShares$52.3 Million1.9% of portfolio