Evexia Wealth LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Evexia Wealth LLC

$358 Billion
Q4 2025

A detailed history of Evexia Wealth LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Evexia Wealth LLC holds 29,178 shares of IBDW stock, worth $615,364. This represents 0.17% of its overall portfolio holdings.

Number of Shares

29,178

Holding current value

$615,364

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 16, 2026	BUY	$21.09 - $21.35 $615,364 - $622,950	29,178 New	29,178 $619 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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