Jacobi Capital Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Jacobi Capital Management LLC
- $1.59 Billion
- Q3 2025
A detailed history of Jacobi Capital Management LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Jacobi Capital Management LLC holds 30,185 shares of IBDW stock, worth $636,601. This represents 0.04% of its overall portfolio holdings.
Number of Shares
30,185
Previous 25,443
18.64%
Holding current value
$636,601
Previous $535,000
19.63%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
251Shares Held
75.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio