Bergan Kdv Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 408,558 shares of GOVT stock, worth $9.22 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
408,558
Previous 254,713 60.4%
Holding current value
$9.22 Million
Previous $5.96 Million 57.09%
% of portfolio
0.94%
Previous 0.61%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$22.87 - $23.59 $3.52 Million - $3.63 Million
153,845 Added 60.4%
408,558 $9.36 Million
Q1 2023

Apr 27, 2023
SELL
$22.54 - $23.5 $1.66 Million - $1.73 Million
-73,564 Reduced 22.41%
254,713 $5.96 Million
Q4 2022

Jan 31, 2023
BUY
$22.18 - $23.3 $1.79 Million - $1.88 Million
80,879 Added 32.69%
328,277 $7.46 Million
Q3 2022

Oct 24, 2022
BUY
N/A
64,591 Added 35.33%
247,398 $5.63 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-62,884 Reduced 25.59%
182,807 $4.37 Million
Q1 2022

May 09, 2022
BUY
N/A
131,970 Added 116.05%
245,691 $6.12 Million
Q4 2021

Jan 28, 2022
SELL
N/A
-2,008 Reduced 1.74%
113,721 $3.03 Million
Q3 2021

Nov 12, 2021
BUY
N/A
34,845 Added 43.08%
115,729 $3.07 Million
Q2 2021

Aug 10, 2021
BUY
N/A
38,390 Added 90.34%
80,884 $2.15 Million
Q1 2021

May 11, 2021
BUY
N/A
42,494 New
42,494 $1.11 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-80 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
80 New
80 $2,000

Others Institutions Holding GOVT

# of Institutions
726
Shares Held
960M
Call Options Held
21.3K
Put Options Held
18.4K
View Full List

About ISHARES U.S. TREASURY BOND ETF

GOVT Quotes by TradingView
  • Ticker GOVT
  • Sector ETFs
  • Industry ETFs
More about GOVT
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