Cary Street Partners Investment Advisory LLC Ishares Tr Ibonds December 202 Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$24.48 - $25.15 $8,127 - $8,349	332 New	332 $8,000

Others Institutions Holding IBMP

# of Institutions

158

Shares Held

19.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.79M
Shares

$45.2 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

970K
Shares

$24.5 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

924K
Shares

$23.4 Million
0.01% of portfolio
Envestnet Asset Management Inc

900K
Shares

$22.8 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

880K
Shares

$22.3 Million
0.34% of portfolio

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About ISHARES TR IBONDS DECEMBER 202

Ticker IBMP
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