Bogart Wealth, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,208 shares of IBTL stock, worth $43,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,208

Holding current value

$43,917

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$19.7 - $20.82 $43,497 - $45,970	2,208 New	2,208 $43,000

Others Institutions Holding IBTL

# of Institutions

Shares Held

8.68M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

1.65M
Shares

$32.9 Million
0.01% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

1.64M
Shares

$32.5 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

559K
Shares

$11.1 Million
0.0% of portfolio
Krilogy Financial LLC

490K
Shares

$9.75 Million
0.71% of portfolio
Morgan Stanley New York, NY

372K
Shares

$7.4 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBTL
Sector ETFs
Industry ETFs

More about IBTL

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