Signature Wealth Management Group Ishares Tr Transaction History
Signature Wealth Management Group
- $222 Million
- Q1 2024
A detailed history of Signature Wealth Management Group transactions in Ishares Tr stock. As of the latest transaction made, Signature Wealth Management Group holds 220,939 shares of IBDV stock, worth $4.7 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
220,939
Previous 201,814
9.48%
Holding current value
$4.7 Million
Previous $4.37 Million
8.27%
% of portfolio
2.13%
Previous 2.06%
Shares
12 transactions
Others Institutions Holding IBDV
# of Institutions
152Shares Held
31.4MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.15MShares$45.8 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$41.4 Million0.0% of portfolio
-
Ubs Group Ag1.83MShares$38.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.51MShares$32.1 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC1.41MShares$30.1 Million0.61% of portfolio