Bogart Wealth, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,560 shares of IBTK stock, worth $70,203. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,560
Previous 3,560
-0.0%
Holding current value
$70,203
Previous $68,000
1.47%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBTK
# of Institutions
131Shares Held
17.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.62MShares$51.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$23.5 Million0.0% of portfolio
-
Atwood & Palmer Inc1.13MShares$22.3 Million1.57% of portfolio
-
Farmer Steven Patrick850KShares$16.8 Million0.28% of portfolio
-
Envestnet Asset Management Inc627KShares$12.4 Million0.0% of portfolio