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 $584,369. This represents 0.14% of its overall portfolio holdings.
Number of Shares
27,761
Previous 17,973
54.46%
Holding current value
$584,369
Previous $372,000
56.99%
% of portfolio
0.14%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
216Shares Held
61.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.98MShares$126 Million1.38% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$65.9 Million1.24% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$56.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.66MShares$56 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.2 Million1.97% of portfolio