Clearstead Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Clearstead Advisors, LLC holds 477,579 shares of IBMO stock, worth $12.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

477,579

Previous 882,174 45.86%

Holding current value

$12.2 Million

Previous $22.6 Million 45.78%

% of portfolio

0.17%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$25.58 - $25.72 $10.3 Million - $10.4 Million	-404,595 Reduced 45.86%	477,579 $12.3 Million
Q2 2025 Aug 08, 2025	BUY	$25.32 - $25.63 $677,385 - $685,679	26,753 Added 3.13%	882,174 $22.6 Million
Q1 2025 May 13, 2025	SELL	$25.45 - $25.6 $200,647 - $201,830	-7,884 Reduced 0.91%	855,421 $21.9 Million
Q4 2024 Feb 10, 2025	BUY	$25.4 - $25.62 $1.65 Million - $1.66 Million	64,817 Added 8.12%	863,305 $22 Million
Q3 2024 Nov 13, 2024	BUY	$25.26 - $25.66 $635,187 - $645,246	25,146 Added 3.25%	798,488 $20.5 Million

Q2 2024 Aug 09, 2024	BUY	$25.16 - $25.33 $19.5 Million - $19.6 Million	773,342 New	773,342 $19.6 Million

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Ishares Tr Ibonds December 202 Transaction History