Lee Financial CO Ishares Tr Ibonds Dec 2031 Ter Transaction History

Lee Financial CO

$611 Million
Q2 2024

A detailed history of Lee Financial CO transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Lee Financial CO holds 20,000 shares of IBDW stock, worth $410,200. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,000

Previous 20,000 -0.0%

Holding current value

$410,200

Previous $409,000 0.98%

% of portfolio

0.07%

Previous 0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$20.24 - $20.75 $404,799 - $415,000	20,000 New	20,000 $409,000

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

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial CO with notifications on news.

Account