Bogart Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 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 3,333 shares of IBTG stock, worth $76,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,333
Previous 3,229
3.22%
Holding current value
$76,225
Previous $74,000
2.7%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
228Shares Held
45.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.7 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$79.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.3 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$48 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$40 Million0.01% of portfolio