Bergan Kdv Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 55,152 shares of IGSB stock, worth $2.81 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
55,152
Previous 50,662
8.86%
Holding current value
$2.81 Million
Previous $2.56 Million
8.05%
% of portfolio
0.28%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding IGSB
# of Institutions
952Shares Held
326MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$1.2 Billion0.28% of portfolio
-
Northern Trust Corp Chicago, IL20.7MShares$1.06 Billion0.19% of portfolio
-
Japan Science & Technology Agency Tokyo, M015.4MShares$786 Million9.81% of portfolio
-
Matson Money. Inc.13.2MShares$672 Million22.41% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.1MShares$565 Million0.16% of portfolio