Signature Wealth Management Group Ishares Tr Transaction History
Signature Wealth Management Group
- $240 Million
- Q3 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 249,270 shares of IBDV stock, worth $5.49 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
249,270
Previous 250,078
0.32%
Holding current value
$5.49 Million
Previous $5.5 Million
0.45%
% of portfolio
2.3%
Previous 2.29%
Shares
18 transactions
Others Institutions Holding IBDV
# of Institutions
289Shares Held
80.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.63MShares$124 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC5.55MShares$122 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$85 Million0.15% of portfolio
-
Capital Investment Advisors, LLC3.68MShares$81.1 Million1.41% of portfolio
-
Capital Advisors Inc2.94MShares$64.9 Million1.11% of portfolio