Laurel Wealth Advisors LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Laurel Wealth Advisors LLC

$626 Million
Q4 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 3,900 shares of IBDW stock, worth $79,404. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,900

Holding current value

$79,404

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$20.28 - $21.2 $79,092 - $82,680	3,900 New	3,900 $79,000

Others Institutions Holding IBDW

# of Institutions

159

Shares Held

42.1M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

3.63M
Shares

$73.9 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

3.55M
Shares

$72.2 Million
1.2% of portfolio
Capital Investment Advisors, LLC

2.55M
Shares

$52 Million
1.08% of portfolio
Bank Of America Corp Charlotte, NC

2.17M
Shares

$44.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.16M
Shares

$43.9 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Laurel Wealth Advisors LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History