Chesley Taft & Associates LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Chesley Taft & Associates LLC
- $2.13 Billion
- Q4 2024
A detailed history of Chesley Taft & Associates LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 35,200 shares of IBDW stock, worth $718,432. This represents 0.03% of its overall portfolio holdings.
Number of Shares
35,200
Previous 22,000
60.0%
Holding current value
$718,432
Previous $466,000
53.65%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
161Shares Held
42.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$74 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.4 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$52.1 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$44 Million0.0% of portfolio