Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

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 111 shares of IBTH stock, worth $2,494. This represents 0.0% of its overall portfolio holdings.

Number of Shares

111

Holding current value

$2,494

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$22.36 - $22.52 $2,481 - $2,499	111 New	111 $2,000

Others Institutions Holding IBTH

# of Institutions

290

Shares Held

61M

Call Options Held

Put Options Held

Hm Payson & CO Portland, ME

6.8M
Shares

$153 Million
2.27% of portfolio
Morgan Stanley New York, NY

3.51M
Shares

$78.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$76.1 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

2.83M
Shares

$63.7 Million
2.33% of portfolio
True Private Wealth Advisors

1.98M
Shares

$44.4 Million
5.41% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History