Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 891,719 shares of IBMQ stock, worth $22.8 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
891,719
Previous 862,458 3.39%
Holding current value
$22.8 Million
Previous $21.8 Million 3.88%
% 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
$24.88 - $25.41 $728,013 - $743,522
29,261 Added 3.39%
891,719 $22.7 Million
Q1 2025

May 13, 2025
SELL
$25.08 - $25.39 $396,439 - $401,339
-15,807 Reduced 1.8%
862,458 $21.8 Million
Q4 2024

Feb 10, 2025
BUY
$25.06 - $25.59 $1.5 Million - $1.53 Million
59,894 Added 7.32%
878,265 $22.1 Million
Q3 2024

Nov 13, 2024
BUY
$24.91 - $25.63 $468,308 - $481,844
18,800 Added 2.35%
818,371 $21 Million
Q2 2024

Aug 09, 2024
BUY
$24.81 - $25.19 $19.8 Million - $20.1 Million
799,571 New
799,571 $20 Million

Others Institutions Holding IBMQ

# of Institutions
169
Shares Held
17M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
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