Bogart Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,116 shares of IBTF stock, worth $72,696. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,116
Previous 3,115
0.03%
Holding current value
$72,696
Previous $72,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
278Shares Held
69.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$85 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$67 Million0.02% of portfolio