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 871,056 shares of IBMP stock, worth $22 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
871,056
Previous 880,117 1.03%
Holding current value
$22 Million
Previous $22.1 Million 0.48%
% 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
$25.1 - $25.34 $227,431 - $229,605
-9,061 Reduced 1.03%
871,056 $22 Million
Q4 2024

Feb 10, 2025
BUY
$25.08 - $25.43 $1.74 Million - $1.77 Million
69,453 Added 8.57%
880,117 $22.1 Million
Q3 2024

Nov 13, 2024
BUY
$24.92 - $25.47 $498,848 - $509,858
20,018 Added 2.53%
810,664 $20.6 Million
Q2 2024

Aug 09, 2024
BUY
$24.83 - $25.08 $19.6 Million - $19.8 Million
790,646 New
790,646 $19.8 Million

Others Institutions Holding IBMP

# of Institutions
167
Shares Held
19.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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