Clearstead Advisors, LLC's ownership history for IBMO

Clearstead Advisors, LLC currently holds 477.6K shares with a market value of $12.3M. It started holding IBMO on 2024-09-30. At its peak, it held 882.2K shares on 2025-06-30. Its highest holding value was $22.6M on 2025-06-30. At its lowest, it held 477.6K shares on 2025-09-30, with a value of $12.3M on 2025-09-30. In the recent 180 days, Clearstead Advisors, LLC has decreased its shares by 377.8K. In the recent year, Clearstead Advisors, LLC has decreased its shares by 320.9K.