Carson Allaria Wealth Management, Ltd. Ishares Tr Ibonds Dec 2031 Ter Transaction History

Carson Allaria Wealth Management, Ltd.

$169 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$19.77 - $20.99 $16,330 - $17,337	826 New	826 $17,000

Others Institutions Holding IBTL

# of Institutions

81

Shares Held

8.68M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.65M
Shares

$32.9 Million
0.01% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

1.64M
Shares

$32.5 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

559K
Shares

$11.1 Million
0.0% of portfolio
Krilogy Financial LLC

490K
Shares

$9.75 Million
0.71% of portfolio
Morgan Stanley New York, NY

372K
Shares

$7.4 Million
0.0% of portfolio

About ISHARES TR IBONDS DEC 2031 TER

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