Sheets Smith Wealth Management Ishares Tr Ibonds Dec 2028 Ter Call Options Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBMQ

# of Institutions

124

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$25.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

800K
Shares

$20.2 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

800K
Shares

$20.2 Million
0.35% of portfolio
Mercer Global Advisors Inc Denver, CO

783K
Shares

$19.8 Million
0.05% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19 Million
0.54% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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