Signature Wealth Management Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Signature Wealth Management Group
- $223 Million
- Q2 2024
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 160,053 shares of IBDW stock, worth $3.4 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
160,053
Previous 156,345
2.37%
Holding current value
$3.4 Million
Previous $3.2 Million
1.37%
% of portfolio
1.46%
Previous 1.44%
Shares
8 transactions
Others Institutions Holding IBDW
# of Institutions
142Shares Held
36.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$74.3 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$54.6 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$42.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.93MShares$41 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.91MShares$40.7 Million0.89% of portfolio