Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 70,006 shares of IBDW stock, worth $1.48 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
70,006
Previous 66,727
4.91%
Holding current value
$1.48 Million
Previous $1.4 Million
5.84%
% of portfolio
1.01%
Previous 0.97%
Shares
8 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio