Virginia Wealth Management Group, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History
Virginia Wealth Management Group, Inc.
- $159 Million
- Q2 2025
A detailed history of Virginia Wealth Management Group, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Virginia Wealth Management Group, Inc. holds 179,185 shares of IBDU stock, worth $4.18 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
179,185
Previous 174,705
2.56%
Holding current value
$4.18 Million
Previous $4.04 Million
3.47%
% of portfolio
2.63%
Previous 2.57%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
317Shares Held
92.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95.1 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.7 Million7.66% of portfolio