Montag A & Associates Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History

Montag A & Associates Inc

  • $2.14 Billion
  • Q3 2025

A detailed history of Montag A & Associates Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Montag A & Associates Inc holds 75,485 shares of IBTG stock, worth $1.73 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
75,485
Previous 68,965 9.45%
Holding current value
$1.73 Million
Previous $1.58 Million 9.55%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$22.84 - $22.95 $148,916 - $149,634
6,520 Added 9.45%
75,485 $1.73 Million
Q2 2025

Aug 07, 2025
SELL
$22.81 - $22.97 $287,041 - $289,054
-12,584 Reduced 15.43%
68,965 $1.58 Million
Q1 2025

May 05, 2025
SELL
$22.77 - $22.94 $1.01 Million - $1.02 Million
-44,556 Reduced 35.33%
81,549 $1.87 Million
Q4 2024

Jan 30, 2025
BUY
$22.72 - $23.0 $2.7 Million - $2.74 Million
119,026 Added 1681.4%
126,105 $2.88 Million
Q4 2022

Feb 02, 2023
BUY
$22.35 - $22.99 $158,215 - $162,746
7,079 New
7,079 $160,000

Others Institutions Holding IBTG

# of Institutions
312
Shares Held
78.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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