Camelot Portfolios, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Camelot Portfolios, LLC

$96.8 Million
Q4 2024

A detailed history of Camelot Portfolios, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Camelot Portfolios, LLC holds 37,673 shares of IBDW stock, worth $770,036. This represents 0.79% of its overall portfolio holdings.

Number of Shares

37,673

Holding current value

$770,036

% of portfolio

0.79%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$20.28 - $21.2 $764,008 - $798,667	37,673 New	37,673 $766,000

Others Institutions Holding IBDW

# of Institutions

171

Shares Held

45.2M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

3.63M
Shares

$74.2 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

3.55M
Shares

$72.5 Million
1.2% of portfolio
Capital Investment Advisors, LLC

2.55M
Shares

$52.2 Million
1.08% of portfolio
Bank Of America Corp Charlotte, NC

2.17M
Shares

$44.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.16M
Shares

$44.1 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

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Camelot Portfolios, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History