Signature Wealth Management Group Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 166,208 shares of IBDX stock, worth $4.23 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
166,208
Previous 155,922
6.6%
Holding current value
$4.23 Million
Previous $3.94 Million
7.99%
% of portfolio
1.77%
Previous 1.65%
Shares
12 transactions
Others Institutions Holding IBDX
# of Institutions
188Shares Held
42.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC2.97MShares$75.7 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$53.4 Million0.0% of portfolio