Clearstead Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

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 882,174 shares of IBMO stock, worth $22.7 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
882,174
Previous 855,421 3.13%
Holding current value
$22.7 Million
Previous $21.9 Million 3.37%
% of portfolio
0.33%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$25.32 - $25.63 $677,385 - $685,679
26,753 Added 3.13%
882,174 $22.6 Million
Q1 2025

May 13, 2025
SELL
$25.45 - $25.6 $200,647 - $201,830
-7,884 Reduced 0.91%
855,421 $21.9 Million
Q4 2024

Feb 10, 2025
BUY
$25.4 - $25.62 $1.65 Million - $1.66 Million
64,817 Added 8.12%
863,305 $22 Million
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
192
Shares Held
19.3M
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email