Signature Wealth Management Group Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 246,678 shares of IBDU stock, worth $5.78 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
246,678
Previous 243,874
1.15%
Holding current value
$5.78 Million
Previous $5.64 Million
2.02%
% of portfolio
2.4%
Previous 2.31%
Shares
22 transactions
Others Institutions Holding IBDU
# of Institutions
329Shares Held
97.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$149 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Capital Advisors Inc4.46MShares$105 Million1.92% of portfolio
-
Shufro Rose & CO LLC3.54MShares$82.9 Million7.36% of portfolio