Naples Global Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Naples Global Advisors, LLC
- $1.02 Billion
- Q1 2025
A detailed history of Naples Global Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Naples Global Advisors, LLC holds 16,245 shares of IBDU stock, worth $376,721. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,245
Previous 15,250
6.52%
Holding current value
$376,721
Previous $347,000
8.07%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.7 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.7 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.3 Million7.66% of portfolio