Bogart Wealth, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,156 shares of IBDQ stock, worth $154,577. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,156
Previous 6,154
0.03%
Holding current value
$154,577
Previous $154,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
415Shares Held
93.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.8 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.4 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio