Beverly Hills Private Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Call Options Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTH

# of Institutions

231

Shares Held

42.5M

Call Options Held

0

Put Options Held

0

Hm Payson & CO Portland, ME

4.93M
Shares

$109 Million
1.89% of portfolio
Morgan Stanley New York, NY

3.23M
Shares

$71.5 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

3.01M
Shares

$66.6 Million
2.56% of portfolio
Bank Of America Corp Charlotte, NC

2.41M
Shares

$53.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.51M
Shares

$33.5 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

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