Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $145 Million
- Q2 2025
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 128,824 shares of IBDT stock, worth $3.27 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
128,824
Previous 132,472
2.75%
Holding current value
$3.27 Million
Previous $3.35 Million
2.15%
% of portfolio
2.26%
Previous 2.38%
Shares
10 transactions
Others Institutions Holding IBDT
# of Institutions
372Shares Held
87.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.77MShares$197 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.74MShares$95 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.7 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$77.8 Million1.44% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.36MShares$60 Million0.14% of portfolio