Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $147 Million
- Q3 2025
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 67,607 shares of IBDS stock, worth $1.64 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
67,607
Previous 68,074
0.69%
Holding current value
$1.64 Million
Previous $1.65 Million
0.42%
% of portfolio
1.12%
Previous 1.14%
Shares
9 transactions
Others Institutions Holding IBDS
# of Institutions
433Shares Held
110MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio