Matthew Goff Investment Advisor, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Matthew Goff Investment Advisor, LLC
- $536 Million
- Q1 2025
A detailed history of Matthew Goff Investment Advisor, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Matthew Goff Investment Advisor, LLC holds 138,004 shares of IBDU stock, worth $3.19 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
138,004
Previous 141,592
2.53%
Holding current value
$3.19 Million
Previous $3.23 Million
1.12%
% of portfolio
0.6%
Previous 0.61%
Shares
15 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$141 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$109 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.3 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.3 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$82.9 Million7.66% of portfolio