Signature Wealth Management Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Signature Wealth Management Group
- $244 Million
- Q1 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 206,377 shares of IBDW stock, worth $4.22 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
206,377
Previous 192,866
7.01%
Holding current value
$4.22 Million
Previous $3.92 Million
9.12%
% of portfolio
1.76%
Previous 1.66%
Shares
11 transactions
Others Institutions Holding IBDW
# of Institutions
185Shares Held
55.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$109 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$85.3 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$77.4 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.83MShares$57.9 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$49.8 Million0.0% of portfolio