Clearstead Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 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 855,421 shares of IBMO stock, worth $21.9 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
855,421
Previous 863,305 0.91%
Holding current value
$21.9 Million
Previous $22 Million 0.52%
% of portfolio
0.35%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
189
Shares Held
18.7M
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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