Mb, Levis & Associates, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Mb, Levis & Associates, LLC
- $231 Billion
- Q3 2025
A detailed history of Mb, Levis & Associates, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Mb, Levis & Associates, LLC holds 640,408 shares of IBDW stock, worth $13.5 Million. This represents 5.88% of its overall portfolio holdings.
Number of Shares
640,408
Previous 638,727
0.26%
Holding current value
$13.5 Million
Previous $13.4 Billion
1.12%
% of portfolio
5.88%
Previous 5.9%
Shares
12 transactions
Others Institutions Holding IBDW
# of Institutions
252Shares Held
75.6MCall 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