Signature Wealth Management Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Signature Wealth Management Group
- $236 Million
- Q4 2025
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 211,111 shares of IBDW stock, worth $4.45 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
211,111
Previous 212,241
0.53%
Holding current value
$4.45 Million
Previous $4.5 Million
1.13%
% of portfolio
1.89%
Previous 1.87%
Shares
14 transactions
Others Institutions Holding IBDW
# of Institutions
254Shares Held
77.4MCall 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
-
Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Advisors Inc3.09MShares$65.2 Million1.09% of portfolio