Virginia Wealth Management Group, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History
Virginia Wealth Management Group, Inc.
- $168 Million
- Q3 2025
A detailed history of Virginia Wealth Management Group, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Virginia Wealth Management Group, Inc. holds 194,345 shares of IBDU stock, worth $4.54 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
194,345
Previous 179,185
8.46%
Holding current value
$4.54 Million
Previous $4.18 Million
9.11%
% of portfolio
2.72%
Previous 2.63%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
349Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.8MShares$112 Million1.88% of portfolio
-
Capital Investment Advisors, LLC3.72MShares$86.9 Million1.38% of portfolio