Granite Harbor Advisors, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History

Granite Harbor Advisors, Inc.

$181 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$23.88 - $24.01 $24,381 - $24,514	1,021 Added 4.92%	21,765 $522 Million
Q2 2024 Jul 26, 2024	BUY	$23.85 - $23.98 $9,492 - $9,544	398 Added 1.96%	20,744 $497 Million
Q1 2024 Apr 30, 2024	BUY	$23.85 - $23.95 $172,411 - $173,134	7,229 Added 55.11%	20,346 $487 Million
Q4 2023 Jan 19, 2024	SELL	$23.75 - $23.91 $6,317 - $6,360	-266 Reduced 1.99%	13,117 $313 Million
Q3 2023 Nov 17, 2023	SELL	$23.72 - $23.85 $2,609 - $2,623	-110 Reduced 0.82%	13,383 $319 Million
Q2 2023 Nov 17, 2023	BUY	$23.77 - $24.01 $64,820 - $65,475	2,727 Added 25.33%	13,493 $321 Million
Q1 2023 Nov 17, 2023	BUY	$23.67 - $24.08 $33,374 - $33,952	1,410 Added 15.07%	10,766 $258 Million
Q4 2022 Nov 17, 2023	BUY	$23.73 - $23.95 $222,017 - $224,076	9,356 New	9,356 $223 Million

Others Institutions Holding IBTE

# of Institutions

91

Shares Held

31.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

4.99M
Shares

$119 Million
0.01% of portfolio
Captrust Financial Advisors Raleigh, NC

3.5M
Shares

$83.6 Million
0.25% of portfolio
Morgan Stanley New York, NY

3.48M
Shares

$83.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.75M
Shares

$41.8 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.57M
Shares

$37.4 Million
0.25% of portfolio

About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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