Mb, Levis & Associates, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Mb, Levis & Associates, LLC
- $215 Billion
- Q1 2025
A detailed history of Mb, Levis & Associates, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Mb, Levis & Associates, LLC holds 628,699 shares of IBDW stock, worth $13.1 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
628,699
Previous 625,181
0.56%
Holding current value
$13.1 Million
Previous $12.7 Billion
2.54%
% of portfolio
6.06%
Previous 6.37%
Shares
10 transactions
Others Institutions Holding IBDW
# of Institutions
205Shares Held
57.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.98MShares$124 Million1.38% of portfolio
-
Capital Investment Advisors, LLC2.83MShares$58.9 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$56.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.66MShares$55.3 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.24MShares$46.6 Million2.03% of portfolio