Bogart Wealth, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,154 shares of IBDQ stock, worth $154,280. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,154
Previous 5,352
14.99%
Holding current value
$154,280
Previous $133,000
15.79%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
393Shares Held
81.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$163 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.4 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$79.1 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.2 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.5 Million0.12% of portfolio