Bogart Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,244 shares of IBTG stock, worth $74,287. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,244
Previous 3,241
0.09%
Holding current value
$74,287
Previous $74,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding IBTG
# of Institutions
312Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio