Ritholtz Wealth Management Ishares Tr Ibonds Dec 2031 Ter Transaction History
Ritholtz Wealth Management
- $4.45 Billion
- Q2 2025
A detailed history of Ritholtz Wealth Management transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Ritholtz Wealth Management holds 12,700 shares of IBDW stock, worth $271,018. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,700
Previous 11,250
12.89%
Holding current value
$271,018
Previous $233,000
14.59%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
238Shares Held
69.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$72.7 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.8 Million1.08% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio