Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 14,911 shares of IBDT stock, worth $376,502. This represents 0.13% of its overall portfolio holdings.
Number of Shares
14,911
Previous 14,682
1.56%
Holding current value
$376,502
Previous $374,000
0.8%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
341Shares Held
77.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$194 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.6 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$70.3 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$68.1 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$54.2 Million0.02% of portfolio