Safeguard Financial, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Safeguard Financial, LLC
- $422 Million
- Q3 2024
A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Safeguard Financial, LLC holds 102,892 shares of IBDR stock, worth $2.44 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
102,892
Previous 63,011
63.29%
Holding current value
$2.44 Million
Previous $1.5 Million
62.87%
% of portfolio
0.58%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding IBDR
# of Institutions
370Shares Held
88.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio