Conrad Siegel Investment Advisors, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Conrad Siegel Investment Advisors, Inc.
- $371 Million
- Q4 2024
A detailed history of Conrad Siegel Investment Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 52,722 shares of IBDS stock, worth $1.26 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
52,722
Previous 43,396
21.49%
Holding current value
$1.26 Million
Previous $1.06 Million
19.49%
% of portfolio
0.34%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
362Shares Held
94.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.3 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.9 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.9 Million1.21% of portfolio