Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 37,516 shares of IBDW stock, worth $778,457. This represents 0.25% of its overall portfolio holdings.
Number of Shares
37,516
Previous 34,642
8.3%
Holding current value
$778,457
Previous $735,000
3.81%
% of portfolio
0.25%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding IBDW
# of Institutions
183Shares Held
54.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$110 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$86.6 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$78.5 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$53 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$50.5 Million0.0% of portfolio