Ima Wealth, Inc. Ishares Tr U S Divid & Buyback Call Options Transaction History
Ima Wealth, Inc.
- $914 Million
 - Q2 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding DIVB
# of Institutions
150Shares Held
11.3MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC2.25MShares$116 Million0.04% of portfolio
 - 
    
      Roosevelt Investment Group LLC769KShares$39.5 Million1.87% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC709KShares$36.4 Million0.0% of portfolio
 - 
    
      Steward Partners Investment Advisory, LLC630KShares$32.4 Million0.26% of portfolio
 - 
    
      Foguth Wealth Management, Llc. Brighton, MI514KShares$26.4 Million5.54% of portfolio