Lantz Financial LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Lantz Financial LLC
- $378 Million
- Q2 2025
A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Lantz Financial LLC holds 123,672 shares of IBTG stock, worth $2.83 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
123,672
Previous 114,118
8.37%
Holding current value
$2.83 Million
Previous $2.62 Million
8.41%
% of portfolio
0.75%
Previous 0.75%
Shares
7 transactions
Others Institutions Holding IBTG
# of Institutions
297Shares Held
70MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.1 Million0.01% of portfolio