Rvw Wealth, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Rvw Wealth, LLC
- $1.07 Billion
- Q2 2025
A detailed history of Rvw Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Rvw Wealth, LLC holds 901,671 shares of IBDU stock, worth $20.9 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
901,671
Previous 830,776
8.53%
Holding current value
$20.9 Million
Previous $19.2 Million
9.47%
% of portfolio
1.96%
Previous 1.97%
Shares
10 transactions
Others Institutions Holding IBDU
# of Institutions
303Shares Held
90.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.8 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.8 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.4 Million7.66% of portfolio