Naples Global Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Naples Global Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Naples Global Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Naples Global Advisors, LLC holds 44,470 shares of IBDW stock, worth $948,989. This represents 0.08% of its overall portfolio holdings.
Number of Shares
44,470
Previous 31,690
40.33%
Holding current value
$948,989
Previous $666,000
41.59%
% of portfolio
0.08%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
243Shares Held
69.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$72.7 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.8 Million1.08% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio