Montag & Caldwell, LLC Ishares Tr Transaction History
Montag & Caldwell, LLC
- $425 Million
- Q1 2025
A detailed history of Montag & Caldwell, LLC transactions in Ishares Tr stock. As of the latest transaction made, Montag & Caldwell, LLC holds 5,237 shares of GBF stock, worth $542,448. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,237
Previous 5,285
0.91%
Holding current value
$542,448
Previous $540,000
0.93%
% of portfolio
0.13%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding GBF
# of Institutions
77Shares Held
1.35MCall Options Held
0Put Options Held
0-
Destination Wealth Management183KShares$18.9 Million0.61% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS125KShares$13 Million0.16% of portfolio
-
Morgan Stanley New York, NY118KShares$12.2 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA111KShares$11.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY101KShares$10.5 Million0.0% of portfolio