Godshalk Welsh Capital Management, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Godshalk Welsh Capital Management, Inc.
- $159 Million
- Q2 2025
A detailed history of Godshalk Welsh Capital Management, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Godshalk Welsh Capital Management, Inc. holds 85,500 shares of IBDS stock, worth $2.08 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
85,500
Previous 72,700
17.61%
Holding current value
$2.08 Million
Previous $1.76 Million
18.1%
% of portfolio
1.31%
Previous 1.17%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
421Shares 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