Mb, Levis & Associates, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Mb, Levis & Associates, LLC
- $238 Billion
- Q4 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 650,494 shares of IBDW stock, worth $13.7 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
650,494
Previous 640,408
1.57%
Holding current value
$13.7 Million
Previous $13.6 Billion
1.24%
% of portfolio
5.79%
Previous 5.88%
Shares
13 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
77MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Advisors Inc3.09MShares$65.2 Million1.09% of portfolio