Kerntke Otto Mc Glone Wealth Management Group Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $131 Million
- Q3 2025
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 247,495 shares of IBTG stock, worth $5.67 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
247,495
Previous 242,524
2.05%
Holding current value
$5.67 Million
Previous $5.56 Million
2.14%
% of portfolio
4.34%
Previous 4.43%
Shares
7 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
79MCall 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