Montag A & Associates Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Montag A & Associates Inc holds 65,812 shares of IBTF stock, worth $1.53 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
65,812
Previous 61,530
6.96%
Holding current value
$1.53 Million
Previous $1.44 Million
6.45%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio