Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History
Minich Mac Gregor Wealth Management, LLC
- $439 Million
- Q2 2025
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 394,318 shares of IBDV stock, worth $8.68 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
394,318
Previous 395,513
0.3%
Holding current value
$8.68 Million
Previous $8.59 Million
0.9%
% of portfolio
1.97%
Previous 2.05%
Shares
3 transactions
Others Institutions Holding IBDV
# of Institutions
250Shares Held
72.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.88MShares$107 Million1.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$100 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.44MShares$75.7 Million1.42% of portfolio
-
Capital Advisors Inc2.81MShares$61.9 Million1.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$57.7 Million0.02% of portfolio