Sigma Investment Counselors Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History
Sigma Investment Counselors Inc
- $1.88 Billion
- Q3 2025
A detailed history of Sigma Investment Counselors Inc transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Sigma Investment Counselors Inc holds 1,690,613 shares of IBDW stock, worth $36.1 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
1,690,613
Previous 1,619,642
4.38%
Holding current value
$36.1 Million
Previous $34.1 Million
5.27%
% of portfolio
1.9%
Previous 1.91%
Shares
11 transactions
Others Institutions Holding IBDW
# of Institutions
243Shares Held
69.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$72.7 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.8 Million1.08% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio