Ae Wealth Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 643 shares of IBDW stock, worth $13,560. This represents 0.0% of its overall portfolio holdings.

Number of Shares

643

Holding current value

$13,560

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$20.77 - $21.32 $13,355 - $13,708	643 New	643 $13,000

Others Institutions Holding IBDW

# of Institutions

251

Shares Held

76.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.88M
Shares

$145 Million
1.15% of portfolio
Morgan Stanley New York, NY

4.03M
Shares

$85 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.65M
Shares

$76.9 Million
1.22% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$76.8 Million
0.01% of portfolio
Capital Advisors Inc

2.99M
Shares

$63.1 Million
1.08% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Ae Wealth Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History