Montag A & Associates Inc Ishares Tr Ibonds Dec 2024 Ter Transaction History

Montag A & Associates Inc

  • $1.98 Billion
  • Q1 2024

A detailed history of Montag A & Associates Inc transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Montag A & Associates Inc holds 124,412 shares of IBTE stock, worth $2.97 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
124,412
Previous 125,458 0.83%
Holding current value
$2.97 Million
Previous $2.99 Million 0.5%
% of portfolio
0.15%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$23.85 - $23.95 $24,947 - $25,051
-1,046 Reduced 0.83%
124,412 $2.98 Million
Q4 2023

Feb 07, 2024
SELL
$23.75 - $23.91 $49,756 - $50,091
-2,095 Reduced 1.64%
125,458 $2.99 Million
Q3 2023

Nov 09, 2023
BUY
$23.72 - $23.85 $99,718 - $100,265
4,204 Added 3.41%
127,553 $3.04 Million
Q1 2023

May 11, 2023
BUY
$23.67 - $24.08 $652,700 - $664,006
27,575 Added 28.79%
123,349 $2.96 Million
Q4 2022

Feb 02, 2023
BUY
$23.73 - $23.95 $2.27 Million - $2.29 Million
95,774 New
95,774 $2.28 Million

Others Institutions Holding IBTE

# of Institutions
297
Shares Held
92M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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