Beverly Hills Private Wealth, LLC Ishares Tr Ibonds Dec 2024 Ter Call Options Transaction History

Beverly Hills Private Wealth, LLC

$460 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTE

# of Institutions

293

Shares Held

89M

Call Options Held

0

Put Options Held

0

Captrust Financial Advisors Raleigh, NC

23.9M
Shares

$572 Million
1.85% of portfolio
Bank Of America Corp Charlotte, NC

5.24M
Shares

$126 Million
0.01% of portfolio
Hm Payson & CO Portland, ME

3.74M
Shares

$89.7 Million
1.54% of portfolio
Morgan Stanley New York, NY

3.66M
Shares

$87.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.22M
Shares

$53.2 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2024 TER

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