Caldwell Trust CO Ishares Tr Ibonds Dec 2024 Ter Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Sep 24, 2025	SELL	$23.85 - $23.98 $59,625 - $59,950	-2,500 Closed	0 $0
Q1 2024 Sep 24, 2025	BUY	$23.85 - $23.95 $59,625 - $59,875	2,500 New	2,500 $59.9 Million

Others Institutions Holding IBTE

# of Institutions

22

Shares Held

4.01M

Call Options Held

0

Put Options Held

0

Inter Ocean Capital Group, LLC Nashville, TN

1.49M
Shares

$35.5 Million
0.89% of portfolio
Colony Group LLC Boston, MA

556K
Shares

$13.3 Million
0.2% of portfolio
Farmer Steven Patrick

496K
Shares

$11.8 Million
0.19% of portfolio
Raymond James & Associates St Petersburg, FL

475K
Shares

$11.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

277K
Shares

$6.61 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2024 TER

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