Kfg Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 34,807 shares of IBTG stock, worth $798,124. This represents 0.17% of its overall portfolio holdings.
Number of Shares
34,807
Previous 24,756
40.6%
Holding current value
$798,124
Previous $567,000
40.74%
% of portfolio
0.17%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
303Shares Held
72.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.3 Million0.01% of portfolio