Montecito Bank & Trust Ishares Tr Ibonds Dec 2031 Ter Transaction History

Montecito Bank & Trust

$497 Million
Q1 2024

A detailed history of Montecito Bank & Trust transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Montecito Bank & Trust holds 14,934 shares of IBDW stock, worth $303,309. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,934

Holding current value

$303,309

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 09, 2024	BUY	$20.24 - $20.75 $302,264 - $309,880	14,934 New	14,934 $305,000

Others Institutions Holding IBDW

# of Institutions

126

Shares Held

31.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.14M
Shares

$43.4 Million
0.0% of portfolio
Aptus Capital Advisors, LLC

1.93M
Shares

$39.1 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.78M
Shares

$36.1 Million
0.0% of portfolio
Capital Investment Advisors, LLC

1.62M
Shares

$32.8 Million
0.78% of portfolio
Venture Visionary Partners LLC

1.54M
Shares

$31.3 Million
1.52% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Montecito Bank & Trust Ishares Tr Ibonds Dec 2031 Ter Transaction History