Members Wealth LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Members Wealth LLC

$134 Billion
Q4 2024

A detailed history of Members Wealth LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Members Wealth LLC holds 18,252 shares of IBDW stock, worth $375,261. This represents 0.28% of its overall portfolio holdings.

Number of Shares

18,252

Holding current value

$375,261

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 17, 2025	BUY	$20.28 - $21.2 $370,150 - $386,942	18,252 New	18,252 $371 Million

Others Institutions Holding IBDW

# of Institutions

184

Shares Held

54.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.31M
Shares

$109 Million
1.21% of portfolio
Venture Visionary Partners LLC

4.17M
Shares

$85.8 Million
2.66% of portfolio
Wells Fargo & Company San Francisco, CA

3.78M
Shares

$77.8 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.55M
Shares

$52.5 Million
1.08% of portfolio
Bank Of America Corp Charlotte, NC

2.44M
Shares

$50.1 Million
0.0% 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 Members Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Members Wealth LLC with notifications on news.

Account