Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Belpointe Asset Management LLC

$1.49 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$21.81 - $22.62 $16,553 - $17,168	759 New	759 $16,000

Others Institutions Holding IBTH

# of Institutions

199

Shares Held

32.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.23M
Shares

$71.9 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

3.05M
Shares

$67.9 Million
2.59% of portfolio
Bank Of America Corp Charlotte, NC

1.6M
Shares

$35.6 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.37M
Shares

$30.4 Million
0.21% of portfolio
Confluence Investment Management LLC

1.36M
Shares

$30.2 Million
0.43% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

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