Signature Wealth Management Group Ishares Tr Transaction History
Signature Wealth Management Group
- $236 Million
- Q4 2025
A detailed history of Signature Wealth Management Group transactions in Ishares Tr stock. As of the latest transaction made, Signature Wealth Management Group holds 248,375 shares of IBDV stock, worth $5.47 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
248,375
Previous 249,270
0.36%
Holding current value
$5.47 Million
Previous $5.52 Million
0.91%
% of portfolio
2.32%
Previous 2.3%
Shares
19 transactions
Others Institutions Holding IBDV
# of Institutions
299Shares Held
85.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.63MShares$124 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC5.55MShares$122 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.91MShares$86.2 Million1.36% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$85 Million0.15% of portfolio
-
Capital Advisors Inc3.03MShares$66.7 Million1.12% of portfolio