Bogart Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,310 shares of IBTH stock, worth $74,375. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,310
Previous 3,308
0.06%
Holding current value
$74,375
Previous $74,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding IBTH
# of Institutions
290Shares Held
61MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio