Signature Wealth Management Group Ishares Tr Transaction History
Signature Wealth Management Group
- $240 Million
- Q2 2025
A detailed history of Signature Wealth Management Group transactions in Ishares Tr stock. As of the latest transaction made, Signature Wealth Management Group holds 250,078 shares of IBDV stock, worth $5.53 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
250,078
Previous 247,643
0.98%
Holding current value
$5.53 Million
Previous $5.38 Million
2.19%
% of portfolio
2.29%
Previous 2.21%
Shares
17 transactions
Others Institutions Holding IBDV
# of Institutions
269Shares Held
76.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.2MShares$115 Million1.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.68MShares$103 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.44MShares$76 Million1.42% of portfolio
-
Capital Advisors Inc2.81MShares$62.2 Million1.14% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.78MShares$61.3 Million0.13% of portfolio