Lantz Financial LLC Ishares Tr Ibonds December 202 Transaction History

Lantz Financial LLC

  • $351 Million
  • Q3 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 30,613 shares of IBMO stock, worth $778,488. This represents 0.22% of its overall portfolio holdings.

Number of Shares
30,613
Previous 24,840 23.24%
Holding current value
$778,488
Previous $628,000 25.0%
% of portfolio
0.22%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
170
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
Track This Portfolio

Track Lantz Financial LLC Portfolio

Follow Lantz Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email