Oliver Lagore Vanvalin Investment Group Ishares Tr Ibonds Dec 2026 Ter Transaction History
Oliver Lagore Vanvalin Investment Group
- $263 Million
- Q2 2025
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,973 shares of IBTG stock, worth $45,122. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,973
Previous 1,970
0.15%
Holding current value
$45,122
Previous $44,000
2.27%
% of portfolio
0.02%
Previous 0.01%
Shares
6 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