Cary Street Partners Investment Advisory LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$26.08 - $26.38 $88,515 - $89,533	3,394 New	3,394 $88,000

Others Institutions Holding IBMN

# of Institutions

167

Shares Held

17.9M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

2.2M
Shares

$58.5 Million
0.86% of portfolio
Bank Of America Corp Charlotte, NC

1.79M
Shares

$47.5 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

994K
Shares

$26.4 Million
0.06% of portfolio
Envestnet Asset Management Inc

877K
Shares

$23.3 Million
0.01% of portfolio
Us Bancorp \De\

689K
Shares

$18.3 Million
0.02% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBMN
Sector ETFs
Industry ETFs

More about IBMN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Account