Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Call Options Transaction History

Trinity Wealth Management, LLC

$218 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTE

# of Institutions

292

Shares Held

87.9M

Call Options Held

0

Put Options Held

0

Captrust Financial Advisors Raleigh, NC

23.9M
Shares

$570 Million
1.85% of portfolio
Bank Of America Corp Charlotte, NC

5.24M
Shares

$125 Million
0.01% of portfolio
Hm Payson & CO Portland, ME

3.74M
Shares

$89.3 Million
1.54% of portfolio
Morgan Stanley New York, NY

3.66M
Shares

$87.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.22M
Shares

$53 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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