International Assets Investment Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$23.48 - $23.77 $192,536 - $194,914	8,200 New	8,200 $195 Million
Q4 2023 Jan 24, 2024	BUY	$22.84 - $23.94 $3.94 Million - $4.12 Million	172,296 New	172,296 $7.2 Million

Others Institutions Holding IBDS

# of Institutions

341

Shares Held

83.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.29M
Shares

$174 Million
0.01% of portfolio
Shufro Rose & CO LLC

5.45M
Shares

$130 Million
10.47% of portfolio
Capital Advisors Inc

3.5M
Shares

$83.7 Million
1.76% of portfolio
Morgan Stanley New York, NY

3.29M
Shares

$78.7 Million
0.01% of portfolio
Aptus Capital Advisors, LLC

3.12M
Shares

$74.7 Million
1.21% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of International Assets Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on International Assets Investment Management, LLC with notifications on news.

Account