Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2026 Ter Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 15,458 shares of IBDR stock, worth $367,127. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,458
Previous 15,241
1.42%
Holding current value
$367,127
Previous $361,000
1.66%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
403Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio