Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 101,636 shares of IBDS stock, worth $2.46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
101,636
Previous 89,383 13.71%
Holding current value
$2.46 Million
Previous $2.18 Million 11.8%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$23.88 - $24.32 $292,601 - $297,992
12,253 Added 13.71%
101,636 $2.44 Million
Q3 2024

Nov 13, 2024
SELL
$23.63 - $24.42 $892,646 - $922,489
-37,776 Reduced 29.71%
89,383 $2.18 Million
Q2 2024

Aug 09, 2024
BUY
$23.48 - $23.77 $2.99 Million - $3.02 Million
127,159 New
127,159 $3.02 Million
Q4 2023

Feb 12, 2024
BUY
$22.84 - $23.94 $60,069 - $62,962
2,630 New
2,630 $62,000

Others Institutions Holding IBDS

# of Institutions
381
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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