Heartwood Wealth Advisors LLC Ishares Tr Ibonds Dec 2028 Ter Put Options Transaction History

Heartwood Wealth Advisors LLC

$910 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IBMQ

# of Institutions

168

Shares Held

17M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.07M
Shares

$52.9 Million
0.0% of portfolio
Clearstead Advisors, LLC Cleveland, OH

892K
Shares

$22.8 Million
0.33% of portfolio
Mercer Global Advisors Inc Denver, CO

857K
Shares

$21.9 Million
0.05% of portfolio
Envestnet Asset Management Inc

841K
Shares

$21.5 Million
0.01% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.3 Million
0.54% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
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