Peloton Wealth Strategists Ishares Tr Ibonds Dec 2031 Ter Transaction History
Peloton Wealth Strategists
- $233 Million
- Q1 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 $4.17 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
199,350
Previous 170,000
17.26%
Holding current value
$4.17 Million
Previous $3.46 Million
19.57%
% of portfolio
1.77%
Previous 1.43%
Shares
8 transactions
Others Institutions Holding IBDW
# of Institutions
207Shares Held
59.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.98MShares$125 Million1.38% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$56.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.66MShares$55.6 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.24MShares$46.9 Million2.03% of portfolio
-
Sarver Vrooman Wealth Advisors Kansas City, MO2.15MShares$45 Million30.07% of portfolio