Abound Wealth Management Ishares Tr Ibonds Dec 2031 Ter Transaction History

Abound Wealth Management

$312 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$20.12 - $21.28 $14,667 - $15,513	729 New	729 $15.5 Million

Others Institutions Holding IBDW

# of Institutions

185

Shares Held

55.1M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

5.31M
Shares

$109 Million
1.21% of portfolio
Venture Visionary Partners LLC

4.17M
Shares

$85.3 Million
2.66% of portfolio
Wells Fargo & Company San Francisco, CA

3.78M
Shares

$77.4 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.83M
Shares

$57.9 Million
1.19% of portfolio
Bank Of America Corp Charlotte, NC

2.44M
Shares

$49.8 Million
0.0% of portfolio

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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