Clearstead Advisors, LLC Ishares Tr Ibonds December 202 Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
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 863,305 shares of IBMO stock, worth $22.1 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
863,305
Previous 798,488
8.12%
Holding current value
$22.1 Million
Previous $20.5 Million
7.27%
% of portfolio
0.34%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding IBMO
# of Institutions
192Shares Held
19.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc949KShares$24.3 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO866KShares$22.2 Million0.05% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio
-
Us Bancorp \De\711KShares$18.2 Million0.02% of portfolio