Signature Wealth Management Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Signature Wealth Management Group
- $240 Million
- Q2 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 209,991 shares of IBDW stock, worth $4.45 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
209,991
Previous 206,377
1.75%
Holding current value
$4.45 Million
Previous $4.28 Million
3.18%
% of portfolio
1.84%
Previous 1.76%
Shares
12 transactions
Others Institutions Holding IBDW
# of Institutions
230Shares Held
64.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$135 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$66.4 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.5 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.6 Million1.97% of portfolio