Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 101,636 shares of IBDS stock, worth $2.45 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
101,636
Previous 89,383
13.71%
Holding current value
$2.45 Million
Previous $2.18 Million
11.8%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
377Shares Held
99.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.7 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$66.5 Million1.14% of portfolio