Atomi Financial Group, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History

Atomi Financial Group, Inc.

$3.09 Trillion
Q3 2025

A detailed history of Atomi Financial Group, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 9,599 shares of IBDW stock, worth $202,442. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,599

Holding current value

$202,442

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$20.77 - $21.32 $199,371 - $204,650	9,599 New	9,599 $204 Million

Others Institutions Holding IBDW

# of Institutions

252

Shares Held

77M

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

3.09M
Shares

$65.2 Million
1.09% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Atomi Financial Group, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History