Jacobi Capital Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Jacobi Capital Management LLC
- $1.45 Billion
- Q2 2025
A detailed history of Jacobi Capital Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Jacobi Capital Management LLC holds 32,818 shares of IBDS stock, worth $799,118. This represents 0.05% of its overall portfolio holdings.
Number of Shares
32,818
Previous 31,541
4.05%
Holding current value
$799,118
Previous $762,000
4.46%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
424Shares 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