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 25,815 shares of IBMO stock, worth $653,635. This represents 0.22% of its overall portfolio holdings.

Number of Shares
25,815
Previous 20,799 24.12%
Holding current value
$653,635
Previous $530,000 23.4%
% of portfolio
0.22%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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