Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$23.21 - $24.34 $125,334 - $131,436	-5,400 Reduced 91.53%	500 $12,000
Q1 2022 May 06, 2022	SELL	$24.49 - $26.0 $30,367 - $32,240	-1,240 Reduced 17.37%	5,900 $145,000
Q4 2021 Jan 21, 2022	BUY	$25.98 - $26.52 $172,507 - $176,092	6,640 Added 1328.0%	7,140 $186,000
Q2 2021 Aug 09, 2021	SELL	$26.28 - $26.69 $1.34 Million - $1.36 Million	-51,067 Reduced 99.03%	500 $13,000
Q1 2021 May 12, 2021	BUY	$26.27 - $27.07 $1.35 Million - $1.4 Million	51,567 New	51,567 $1.36 Million

Others Institutions Holding IBDR

# of Institutions

373

Shares Held

89.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.84M
Shares

$186 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.33M
Shares

$127 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.59M
Shares

$85.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.02M
Shares

$71.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$51.3 Million
0.02% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2026 TER

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