Iams Wealth Management, LLC Spdr Bloomberg 3 12 Month T Bi Put Options Transaction History

Iams Wealth Management, LLC

$218 Billion
Q2 2025

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$99.07 - $99.51 $2.62 Million - $2.63 Million	26,420 New	26,420 $2.63 Billion

Others Institutions Holding BILS

# of Institutions

289

Shares Held

25.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.87M
Shares

$285 Million
0.12% of portfolio
Cwm, LLC

1.88M
Shares

$186 Million
0.66% of portfolio
Bank Of America Corp Charlotte, NC

1.42M
Shares

$141 Million
0.01% of portfolio
Miller Investment Management, LP West Conshohocken, PA

1.11M
Shares

$110 Million
12.24% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

958K
Shares

$95.2 Million
0.15% of portfolio

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