A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 16,669 shares of IBTE stock, worth $397,889. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,669
Previous 16,669 -0.0%
Holding current value
$397,889
Previous $400,000 1.0%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023

BUY
$23.73 - $23.95 $139,342 - $140,634
5,872 Added 54.39%
16,669 $397,000
Q4 2021

Jan 28, 2022

BUY
$25.42 - $25.71 $101,680 - $102,840
4,000 Added 58.85%
10,797 $275,000
Q3 2021

Nov 12, 2021

BUY
$25.67 - $25.79 $174,478 - $175,294
6,797 New
6,797 $175,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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