Bogart Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,405 shares of IBDR stock, worth $152,118. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,405
Previous 5,574 14.91%
Holding current value
$152,118
Previous $132,000 15.15%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$23.75 - $23.75 $19,736 - $19,736
831 Added 14.91%
6,405 $152,000
Q2 2024

Jul 31, 2024
BUY
$23.65 - $23.82 $47 - $47
2 Added 0.04%
5,574 $132,000
Q1 2024

Apr 25, 2024
BUY
$23.76 - $23.98 $14,945 - $15,083
629 Added 12.73%
5,572 $132,000
Q4 2023

Feb 06, 2024
BUY
$23.15 - $23.9 $52,920 - $54,635
2,286 Added 86.04%
4,943 $118,000
Q3 2023

Oct 30, 2023
BUY
$23.28 - $23.6 $61,854 - $62,705
2,657 New
2,657 $61,000

Others Institutions Holding IBDR

# of Institutions
370
Shares Held
88.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email