Simon Quick Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Simon Quick Advisors, LLC

$2.45 Billion
Q2 2025

A detailed history of Simon Quick Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 17,387 shares of IBDW stock, worth $368,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,387

Holding current value

$368,430

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$20.23 - $21.04 $351,739 - $365,822	17,387 New	17,387 $365,000

Others Institutions Holding IBDW

# of Institutions

230

Shares Held

64.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.36M
Shares

$135 Million
1.2% of portfolio
Capital Investment Advisors, LLC

3.13M
Shares

$66.4 Million
1.24% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$62.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.81M
Shares

$59.5 Million
0.0% of portfolio
Venture Visionary Partners LLC

2.39M
Shares

$50.6 Million
1.97% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Simon Quick Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History