Naples Global Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Naples Global Advisors, LLC

$1.04 Billion
Q4 2024

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 28,175 shares of IBDW stock, worth $586,040. This represents 0.05% of its overall portfolio holdings.

Number of Shares

28,175

Holding current value

$586,040

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$20.28 - $21.2 $571,389 - $597,310	28,175 New	28,175 $573,000

Others Institutions Holding IBDW

# of Institutions

183

Shares Held

54.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.31M
Shares

$111 Million
1.21% of portfolio
Venture Visionary Partners LLC

4.17M
Shares

$86.8 Million
2.66% of portfolio
Wells Fargo & Company San Francisco, CA

3.78M
Shares

$78.7 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.55M
Shares

$53.1 Million
1.08% of portfolio
Bank Of America Corp Charlotte, NC

2.44M
Shares

$50.7 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Account

Naples Global Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History