Sarver Vrooman Wealth Advisors Ishares Tr Ibonds Dec 2026 Ter Transaction History
Sarver Vrooman Wealth Advisors
- $156 Billion
- Q3 2025
A detailed history of Sarver Vrooman Wealth Advisors transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sarver Vrooman Wealth Advisors holds 1,768,383 shares of IBDR stock, worth $42 Million. This represents 27.62% of its overall portfolio holdings.
Number of Shares
1,768,383
Previous 1,753,402
0.85%
Holding current value
$42 Million
Previous $42.5 Billion
1.06%
% of portfolio
27.62%
Previous 28.26%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
461Shares 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
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio