Rvw Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Rvw Wealth, LLC
- $1.07 Billion
- Q2 2025
A detailed history of Rvw Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Rvw Wealth, LLC holds 966,581 shares of IBDT stock, worth $24.6 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
966,581
Previous 889,298
8.69%
Holding current value
$24.6 Million
Previous $22.5 Million
9.38%
% of portfolio
2.29%
Previous 2.3%
Shares
14 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.5 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.9 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78 Million1.44% of portfolio