Sheets Smith Wealth Management Ishares Tr Ibonds December 202 Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding IBMO
# of Institutions
177Shares Held
18.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO993KShares$25.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc925KShares$23.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY806KShares$20.5 Million0.0% of portfolio
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Clearstead Advisors, LLC Cleveland, OH798KShares$20.4 Million0.32% of portfolio