Summitry LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Summitry LLC
- $1.81 Billion
- Q2 2024
A detailed history of Summitry LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Summitry LLC holds 613,251 shares of IBDW stock, worth $12.9 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
613,251
Previous 1,063,491
42.34%
Holding current value
$12.9 Million
Previous $21.8 Million
42.9%
% of portfolio
0.69%
Previous 1.18%
Shares
6 transactions
Others Institutions Holding IBDW
# of Institutions
140Shares Held
36.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$73.8 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$54.2 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$42.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.93MShares$40.7 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.91MShares$40.4 Million0.89% of portfolio