Lumature Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 29, 2021	SELL	$26.47 - $26.76 $2,699 - $2,729	-102 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$26.28 - $26.69 $2,680 - $2,722	102 New	102 $3,000

Others Institutions Holding IBDR

# of Institutions

373

Shares Held

89.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.84M
Shares

$186 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.33M
Shares

$127 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.59M
Shares

$85.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.02M
Shares

$71.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$51.3 Million
0.02% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

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