Sigma Investment Counselors Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History
Sigma Investment Counselors Inc
- $1.69 Billion
- Q4 2024
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 1,483,109 shares of IBDW stock, worth $30.3 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
1,483,109
Previous 1,368,027
8.41%
Holding current value
$30.3 Million
Previous $29 Million
3.97%
% of portfolio
1.79%
Previous 1.42%
Shares
8 transactions
Others Institutions Holding IBDW
# of Institutions
176Shares Held
50.6MCall Options Held
0Put Options Held
0-
Venture Visionary Partners LLC4.17MShares$85.3 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$77.4 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.6 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$52.2 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.4 Million0.0% of portfolio