Whalen Wealth Management Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History
Whalen Wealth Management Inc.
- $186 Billion
- Q4 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 161,499 shares of IBDW stock, worth $3.41 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
161,499Holding current value
$3.41 Million% of portfolio
1.83%Shares
1 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
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Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
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Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
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Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
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Capital Advisors Inc3.09MShares$65.2 Million1.09% of portfolio