Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Venturi Wealth Management, LLC

$1.86 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$24.5 - $25.72 $16,194 - $17,000	661 New	661 $16,000

Others Institutions Holding IBDX

# of Institutions

170

Shares Held

37.8M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.26M
Shares

$108 Million
0.96% of portfolio
Capital Investment Advisors, LLC

2.75M
Shares

$69.6 Million
1.31% of portfolio
Wells Fargo & Company San Francisco, CA

2.68M
Shares

$67.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.25M
Shares

$57 Million
0.0% of portfolio
First Interstate Bank Billings, MT

1.99M
Shares

$50.2 Million
3.04% of portfolio

About ISHARES TR IBONDS DEC 2032 TER

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