Safeguard Financial, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Safeguard Financial, LLC

$305 Million
Q1 2024

A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Safeguard Financial, LLC holds 15,788 shares of IBDW stock, worth $320,654. This represents 0.11% of its overall portfolio holdings.

Number of Shares

15,788

Holding current value

$320,654

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 09, 2024	BUY	$20.24 - $20.75 $319,549 - $327,601	15,788 New	15,788 $323,000

Others Institutions Holding IBDW

# of Institutions

126

Shares Held

31.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.14M
Shares

$43.4 Million
0.0% of portfolio
Aptus Capital Advisors, LLC

1.93M
Shares

$39.1 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.78M
Shares

$36.1 Million
0.0% of portfolio
Capital Investment Advisors, LLC

1.62M
Shares

$32.8 Million
0.78% of portfolio
Venture Visionary Partners LLC

1.54M
Shares

$31.3 Million
1.52% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Safeguard Financial, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History