Round Rock Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Round Rock Advisors, LLC
- $574 Million
- Q2 2025
A detailed history of Round Rock Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Round Rock Advisors, LLC holds 109,648 shares of IBDR stock, worth $2.6 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
109,648
Previous 127,251
13.83%
Holding current value
$2.6 Million
Previous $3.02 Million
13.83%
% of portfolio
0.45%
Previous 0.57%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
458Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio