Rvw Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Rvw Wealth, LLC
- $1 Billion
- Q4 2024
A detailed history of Rvw Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Rvw Wealth, LLC holds 956,044 shares of IBDS stock, worth $23 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
956,044
Previous 875,857
9.16%
Holding current value
$23 Million
Previous $21.3 Million
7.32%
% of portfolio
2.28%
Previous 2.1%
Shares
16 transactions
Others Institutions Holding IBDS
# of Institutions
350Shares Held
85.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio