Lee Financial CO Ishares Tr Ibonds Dec 2031 Ter Transaction History

Lee Financial CO

$786 Million
Q3 2025

A detailed history of Lee Financial CO transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Lee Financial CO holds 20,000 shares of IBDW stock, worth $421,800. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,000

Previous 20,000 -0.0%

Holding current value

$421,800

Previous $420,000 0.95%

% of portfolio

0.05%

Previous 0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$20.24 - $20.75 $404,799 - $415,000	20,000 New	20,000 $409,000

Others Institutions Holding IBDW

# of Institutions

251

Shares Held

75.8M

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
Bank Of America Corp Charlotte, NC

3.64M
Shares

$76.8 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.41M
Shares

$71.8 Million
1.25% of portfolio
Capital Advisors Inc

2.99M
Shares

$63.1 Million
1.08% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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