Moisand Fitzgerald Tamayo, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Moisand Fitzgerald Tamayo, LLC

$681 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$26.28 - $26.69 $9,145 - $9,288	-348 Closed	0 $0
Q2 2020 Aug 07, 2020	BUY	$24.19 - $26.75 $8,418 - $9,309	348 New	348 $9,000

Others Institutions Holding IBDR

# of Institutions

406

Shares Held

102M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

8.4M
Shares

$200 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.27M
Shares

$102 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.97M
Shares

$94.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.9M
Shares

$68.9 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.31M
Shares

$54.8 Million
0.02% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

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