Heartwood Wealth Advisors LLC Ishares Tr Ibonds December 202 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 IBMP

# of Institutions

173

Shares Held

19.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.95M
Shares

$49.6 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

1.01M
Shares

$25.7 Million
0.04% of portfolio
Clearstead Advisors, LLC Cleveland, OH

871K
Shares

$22.1 Million
0.35% of portfolio
Envestnet Asset Management Inc

859K
Shares

$21.8 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

834K
Shares

$21.2 Million
0.05% of portfolio

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMP
Sector ETFs
Industry ETFs

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