Clearstead Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Clearstead Advisors, LLC holds 798,488 shares of IBMO stock, worth $20.3 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
798,488
Previous 773,342 3.25%
Holding current value
$20.3 Million
Previous $19.6 Million 4.64%
% of portfolio
0.32%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$25.26 - $25.66 $635,187 - $645,246
25,146 Added 3.25%
798,488 $20.5 Million
Q2 2024

Aug 09, 2024
BUY
$25.16 - $25.33 $19.5 Million - $19.6 Million
773,342 New
773,342 $19.6 Million

Others Institutions Holding IBMO

# of Institutions
170
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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