Kesler, Norman & Wride, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Kesler, Norman & Wride, LLC

$502 Million
Q3 2024

A detailed history of Kesler, Norman & Wride, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Kesler, Norman & Wride, LLC holds 11,908 shares of IBDW stock, worth $244,233. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,908

Holding current value

$244,233

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$20.12 - $21.28 $239,588 - $253,402	11,908 New	11,908 $252,000

Others Institutions Holding IBDW

# of Institutions

149

Shares Held

39.2M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

3.5M
Shares

$71.7 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

2.57M
Shares

$52.7 Million
1.0% of portfolio
Capital Investment Advisors, LLC

2.2M
Shares

$45.1 Million
0.98% of portfolio
Bank Of America Corp Charlotte, NC

2.01M
Shares

$41.1 Million
0.0% of portfolio
Venture Visionary Partners LLC

1.94M
Shares

$39.8 Million
1.83% of portfolio

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Kesler, Norman & Wride, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History