Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 16,669 shares of IBTE stock, worth $397,889. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,669
Previous 16,669 -0.0%
Holding current value
$397,889
Previous $400,000 1.0%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
BUY
$23.73 - $23.95 $139,342 - $140,634
5,872 Added 54.39%
16,669 $397,000
Q4 2021

Jan 28, 2022
BUY
$25.42 - $25.71 $101,680 - $102,840
4,000 Added 58.85%
10,797 $275,000
Q3 2021

Nov 12, 2021
BUY
$25.67 - $25.79 $174,478 - $175,294
6,797 New
6,797 $175,000

Others Institutions Holding IBTE

# of Institutions
31
Shares Held
4.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBTE Quotes by TradingView
  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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