Rvw Wealth, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Rvw Wealth, LLC

$1 Billion
Q4 2024

A detailed history of Rvw Wealth, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Rvw Wealth, LLC holds 13,680 shares of IBDW stock, worth $283,312. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,680

Holding current value

$283,312

% of portfolio

0.03%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$20.28 - $21.2 $277,430 - $290,016	13,680 New	13,680 $278,000
Q3 2023 Oct 12, 2023	BUY	$19.34 - $20.36 $20,616 - $21,703	1,066 New	1,066 $20,000

Others Institutions Holding IBDW

# of Institutions

184

Shares Held

54.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.31M
Shares

$110 Million
1.21% of portfolio
Venture Visionary Partners LLC

4.17M
Shares

$86.4 Million
2.66% of portfolio
Wells Fargo & Company San Francisco, CA

3.78M
Shares

$78.3 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.55M
Shares

$52.9 Million
1.08% of portfolio
Bank Of America Corp Charlotte, NC

2.44M
Shares

$50.4 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

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