Montag & Caldwell, LLC Ishares Tr Transaction History

Montag & Caldwell, LLC

$465 Million
Q4 2024

A detailed history of Montag & Caldwell, LLC transactions in Ishares Tr stock. As of the latest transaction made, Montag & Caldwell, LLC holds 5,285 shares of GBF stock, worth $542,716. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,285

Holding current value

$542,716

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$101.93 - $106.84 $538,700 - $564,649	5,285 New	5,285 $540,000

Others Institutions Holding GBF

# of Institutions

Shares Held

1.7M

Call Options Held

Put Options Held

Assetmark, Inc

351K
Shares

$36.1 Million
0.1% of portfolio
Destination Wealth Management

177K
Shares

$18.1 Million
0.57% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

132K
Shares

$13.5 Million
0.16% of portfolio
Morgan Stanley New York, NY

126K
Shares

$12.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

114K
Shares

$11.7 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker GBF
Sector ETFs
Industry ETFs

More about GBF

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