Godshalk Welsh Capital Management, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Godshalk Welsh Capital Management, Inc.
- $155 Million
- Q3 2024
A detailed history of Godshalk Welsh Capital Management, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Godshalk Welsh Capital Management, Inc. holds 38,650 shares of IBDR stock, worth $917,937. This represents 0.59% of its overall portfolio holdings.
Number of Shares
38,650
Previous 30,750
25.69%
Holding current value
$917,937
Previous $732,000
25.27%
% of portfolio
0.59%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio