Minich Mac Gregor Wealth Management, LLC Ishares Tr 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 stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 395,513 shares of IBDV stock, worth $8.62 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
395,513
Previous 372,600
6.15%
Holding current value
$8.62 Million
Previous $7.96 Million
7.94%
% of portfolio
2.05%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
234Shares Held
68.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.88MShares$106 Million1.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$99 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.15MShares$68.6 Million1.38% of portfolio
-
Capital Advisors Inc2.68MShares$58.3 Million1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$57.1 Million0.02% of portfolio