Members Wealth LLC Ishares Tr Ibonds December 202 Transaction History

Members Wealth LLC

$134 Billion
Q4 2024

A detailed history of Members Wealth LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Members Wealth LLC holds 21,620 shares of IBMO stock, worth $552,607. This represents 0.41% of its overall portfolio holdings.

Number of Shares

21,620

Holding current value

$552,607

% of portfolio

0.41%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 17, 2025	BUY	$25.4 - $25.62 $549,148 - $553,904	21,620 New	21,620 $551 Million

Others Institutions Holding IBMO

# of Institutions

193

Shares Held

19.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.75M
Shares

$44.7 Million
0.0% of portfolio
Envestnet Asset Management Inc

949K
Shares

$24.3 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

866K
Shares

$22.1 Million
0.05% of portfolio
Clearstead Advisors, LLC Cleveland, OH

863K
Shares

$22.1 Million
0.34% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

724K
Shares

$18.5 Million
0.52% of portfolio

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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