Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 163,977 shares of IBDW stock, worth $3.46 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
163,977
Previous 141,166
16.16%
Holding current value
$3.46 Million
Previous $2.97 Million
17.14%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IBDW
# of Institutions
251Shares Held
76.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio