Motley Fool Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Motley Fool Wealth Management, LLC
- $1.54 Billion
- Q2 2025
A detailed history of Motley Fool Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Motley Fool Wealth Management, LLC holds 584,669 shares of IBDW stock, worth $12.3 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
584,669
Previous 646,620
9.58%
Holding current value
$12.3 Million
Previous $13.4 Million
8.32%
% of portfolio
0.8%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
230Shares Held
64.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$134 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$65.8 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$61.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$58.9 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.1 Million1.97% of portfolio