Lantz Financial LLC Ishares Tr Ibonds December 202 Transaction History

Lantz Financial LLC

  • $356 Million
  • Q4 2024

A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Lantz Financial LLC holds 39,355 shares of IBMO stock, worth $1 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
39,355
Previous 30,613 28.56%
Holding current value
$1 Million
Previous $785,000 27.52%
% of portfolio
0.28%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.4 - $25.62 $222,046 - $223,970
8,742 Added 28.56%
39,355 $1 Million
Q3 2024

Oct 15, 2024
BUY
$25.26 - $25.66 $145,825 - $148,135
5,773 Added 23.24%
30,613 $785,000
Q2 2024

Jul 10, 2024
SELL
$25.16 - $25.33 $24,531 - $24,696
-975 Reduced 3.78%
24,840 $628,000
Q1 2024

Apr 10, 2024
BUY
$25.35 - $25.52 $127,155 - $128,008
5,016 Added 24.12%
25,815 $654,000
Q4 2023

Jan 12, 2024
BUY
$24.71 - $25.52 $513,943 - $530,790
20,799 New
20,799 $530,000

Others Institutions Holding IBMO

# of Institutions
191
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
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More about IBMO
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