Peloton Wealth Strategists Ishares Tr Ibonds Dec 2031 Ter Transaction History
Peloton Wealth Strategists
- $242 Million
- Q2 2025
A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Peloton Wealth Strategists holds 199,350 shares of IBDW stock, worth $4.24 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
199,350
Previous 199,350
-0.0%
Holding current value
$4.24 Million
Previous $4.14 Million
1.4%
% of portfolio
1.73%
Previous 1.77%
Shares
8 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$66.6 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.7 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.7 Million1.97% of portfolio