Signature Wealth Management Group Ishares Tr Transaction History
Signature Wealth Management Group
- $244 Million
- Q1 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 247,643 shares of IBDV stock, worth $5.38 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
247,643
Previous 240,544
2.95%
Holding current value
$5.38 Million
Previous $5.14 Million
4.67%
% of portfolio
2.21%
Previous 2.17%
Shares
16 transactions
Others Institutions Holding IBDV
# of Institutions
228Shares Held
62.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.34MShares$94.3 Million1.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$84.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.42MShares$74.4 Million0.02% of portfolio
-
Capital Investment Advisors, LLC3.15MShares$68.4 Million1.38% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$57.8 Million0.02% of portfolio