Signature Wealth Management Group Ishares Tr Ibonds Dec 2027 Ter Transaction History
Signature Wealth Management Group
- $240 Million
- Q2 2025
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 260,900 shares of IBDS stock, worth $6.33 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
260,900
Previous 256,628
1.66%
Holding current value
$6.33 Million
Previous $6.21 Million
2.05%
% of portfolio
2.64%
Previous 2.55%
Shares
27 transactions
Others Institutions Holding IBDS
# of Institutions
414Shares Held
106MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$197 Million0.01% of portfolio
-
Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.6 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$89.9 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.8 Million1.38% of portfolio