Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Put Options Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IBTH

# of Institutions

186

Shares Held

30M

Call Options Held

0

Put Options Held

0

Globalt Investments LLC / Ga Atlanta, GA

3.18M
Shares

$71.1 Million
2.81% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$70.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.45M
Shares

$32.5 Million
0.0% of portfolio
Confluence Investment Management LLC

1.38M
Shares

$30.9 Million
0.46% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.3M
Shares

$29 Million
0.21% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

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