Wells Financial Advisors Inc Ishares Ibonds Dec 2025 Term C Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Wells Financial Advisors Inc holds 16,930 shares of IBDQ stock, worth $419,864. This represents 0.29% of its overall portfolio holdings.
Number of Shares
16,930
Previous 16,930
-0.0%
Holding current value
$419,864
Previous $419,000
0.24%
% of portfolio
0.29%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
368Shares Held
77MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.27MShares$180 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.27MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.86MShares$71 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.51MShares$62.2 Million1.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.39MShares$59.3 Million0.17% of portfolio