Up Strategic Wealth Investment Advisors LLC Ishares Ibonds Dec 2025 Term C Call Options Transaction History

Up Strategic Wealth Investment Advisors LLC

$89.3 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBDQ

# of Institutions

393

Shares Held

81.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.49M
Shares

$163 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.68M
Shares

$92.4 Million
0.01% of portfolio
Ubs Group Ag

3.15M
Shares

$79.1 Million
0.02% of portfolio
Hm Payson & CO Portland, ME

2.76M
Shares

$69.3 Million
1.19% of portfolio
Mercer Global Advisors Inc Denver, CO

2.26M
Shares

$56.6 Million
0.12% of portfolio

View Full List

About ISHARES IBONDS DEC 2025 TERM C

Ticker IBDQ
Sector ETFs
Industry ETFs

More about IBDQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Account