Virginia Wealth Management Group, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Virginia Wealth Management Group, Inc.
- $159 Million
- Q3 2024
A detailed history of Virginia Wealth Management Group, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Virginia Wealth Management Group, Inc. holds 135,120 shares of IBDT stock, worth $3.38 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
135,120
Previous 126,845
6.52%
Holding current value
$3.38 Million
Previous $3.14 Million
9.81%
% of portfolio
2.16%
Previous 2.58%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.4 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio