Signature Wealth Management Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Signature Wealth Management Group
- $240 Million
- Q3 2025
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 212,241 shares of IBDW stock, worth $4.48 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
212,241
Previous 209,991
1.07%
Holding current value
$4.48 Million
Previous $4.42 Million
1.92%
% of portfolio
1.87%
Previous 1.84%
Shares
13 transactions
Others Institutions Holding IBDW
# of Institutions
251Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio