Sonata Capital Group Inc Ishares Tr Ibonds December 202 Transaction History

Sonata Capital Group Inc

$195 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	BUY	$25.35 - $25.52 $1.76 Million - $1.77 Million	69,530 New	69,530 $1.76 Million

Others Institutions Holding IBMO

# of Institutions

165

Shares Held

17.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.51M
Shares

$38.6 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

981K
Shares

$25.1 Million
0.06% of portfolio
Envestnet Asset Management Inc

884K
Shares

$22.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

866K
Shares

$22.1 Million
0.0% of portfolio
Clearstead Advisors, LLC Cleveland, OH

773K
Shares

$19.8 Million
0.34% of portfolio

About ISHARES TR IBONDS DECEMBER 202

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