Sigma Investment Counselors Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History
Sigma Investment Counselors Inc
- $1.78 Billion
- Q2 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 1,619,642 shares of IBDW stock, worth $34 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
1,619,642
Previous 1,574,129
2.89%
Holding current value
$34 Million
Previous $32.7 Million
4.33%
% of portfolio
1.91%
Previous 2.03%
Shares
10 transactions
Others Institutions Holding IBDW
# of Institutions
230Shares Held
64.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$134 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$65.8 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$61.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$58.9 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.1 Million1.97% of portfolio