Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 818,371 shares of IBMQ stock, worth $20.6 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
818,371
Previous 799,571 2.35%
Holding current value
$20.6 Million
Previous $20 Million 4.84%
% of portfolio
0.33%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$24.91 - $25.63 $468,308 - $481,844
18,800 Added 2.35%
818,371 $21 Million
Q2 2024

Aug 09, 2024
BUY
$24.81 - $25.19 $19.8 Million - $20.1 Million
799,571 New
799,571 $20 Million

Others Institutions Holding IBMQ

# of Institutions
128
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
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