Minich Mac Gregor Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Minich Mac Gregor Wealth Management, LLC
- $419 Million
- Q1 2025
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 237,481 shares of IBDT stock, worth $6.02 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
237,481
Previous 220,248
7.82%
Holding current value
$6.02 Million
Previous $5.48 Million
9.37%
% of portfolio
1.43%
Previous 1.2%
Shares
5 transactions
Others Institutions Holding IBDT
# of Institutions
353Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$195 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.22MShares$107 Million0.89% of portfolio
-
Morgan Stanley New York, NY3.55MShares$90 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.99MShares$75.8 Million1.53% of portfolio
-
Capital Advisors Inc2.92MShares$74 Million1.5% of portfolio