Cresset Asset Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Cresset Asset Management, LLC

$19.6 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$23.85 - $23.95 $215,556 - $216,460	9,038 New	9,038 $216,000

Others Institutions Holding IBTE

# of Institutions

22

Shares Held

4.01M

Call Options Held

0

Put Options Held

0

Inter Ocean Capital Group, LLC Nashville, TN

1.49M
Shares

$35.5 Million
0.89% of portfolio
Colony Group LLC Boston, MA

556K
Shares

$13.3 Million
0.2% of portfolio
Farmer Steven Patrick

496K
Shares

$11.8 Million
0.19% of portfolio
Raymond James & Associates St Petersburg, FL

475K
Shares

$11.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

277K
Shares

$6.61 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2024 TER

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