Bogart Wealth, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 5,248 shares of IBDW stock, worth $107,846. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,248

Holding current value

$107,846

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$20.28 - $21.2 $106,429 - $111,257	5,248 New	5,248 $106,000

Others Institutions Holding IBDW

# of Institutions

183

Shares Held

54.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.31M
Shares

$109 Million
1.21% of portfolio
Venture Visionary Partners LLC

4.17M
Shares

$85.8 Million
2.66% of portfolio
Wells Fargo & Company San Francisco, CA

3.78M
Shares

$77.7 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.55M
Shares

$52.5 Million
1.08% of portfolio
Bank Of America Corp Charlotte, NC

2.44M
Shares

$50.1 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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