Newman Dignan & Sheerar, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History
Newman Dignan & Sheerar, Inc.
- $429 Million
- Q2 2025
A detailed history of Newman Dignan & Sheerar, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Newman Dignan & Sheerar, Inc. holds 27,761 shares of IBDW stock, worth $588,255. This represents 0.14% of its overall portfolio holdings.
Number of Shares
27,761
Previous 17,973
54.46%
Holding current value
$588,255
Previous $372,000
56.99%
% of portfolio
0.14%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
230Shares Held
64.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$135 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$66.4 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.5 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.6 Million1.97% of portfolio