Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 9,602 shares of IBDU stock, worth $219,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,602

Holding current value

$219,981

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$22.51 - $23.57 $216,141 - $226,319	9,602 New	9,602 $225,000

Others Institutions Holding IBDU

# of Institutions

233

Shares Held

59.8M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

4.59M
Shares

$105 Million
0.03% of portfolio
Capital Advisors Inc

3.65M
Shares

$83.7 Million
1.77% of portfolio
Aptus Capital Advisors, LLC

3.18M
Shares

$72.8 Million
1.19% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$63.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$58.5 Million
0.01% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History