Signature Wealth Management Group Ishares Tr Ibonds Dec 2029 Ter Transaction History
Signature Wealth Management Group
- $244 Million
- Q1 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 243,874 shares of IBDU stock, worth $5.63 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
243,874
Previous 239,060
2.01%
Holding current value
$5.63 Million
Previous $5.45 Million
3.49%
% of portfolio
2.31%
Previous 2.3%
Shares
21 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$141 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$109 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.3 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.3 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$82.9 Million7.66% of portfolio