Lantz Financial LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Lantz Financial LLC
- $434 Million
- Q4 2025
A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Lantz Financial LLC holds 117,566 shares of IBTG stock, worth $2.69 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
117,566
Previous 123,455
4.77%
Holding current value
$2.69 Million
Previous $2.83 Million
4.98%
% of portfolio
0.62%
Previous 0.67%
Shares
9 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