Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Bradley & Co. Private Wealth Management, LLC

$159 Million
Q4 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 628 shares of IBDS stock, worth $15,128. This represents 0.01% of its overall portfolio holdings.

Number of Shares

628

Holding current value

$15,128

% of portfolio

0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$23.88 - $24.32 $14,996 - $15,272	628 New	628 $15,000
Q3 2022 Oct 21, 2022	SELL	$22.77 - $24.53 $857,153 - $923,407	-37,644 Reduced 97.52%	959 $22,000
Q2 2022 Jul 25, 2022	SELL	$23.33 - $24.86 $228,703 - $243,702	-9,803 Reduced 20.25%	38,603 $921,000
Q1 2022 May 06, 2022	SELL	$24.73 - $26.48 $163,193 - $174,741	-6,599 Reduced 12.0%	48,406 $1.21 Million
Q4 2021 Jan 21, 2022	BUY	$26.38 - $27.03 $79,878 - $81,846	3,028 Added 5.83%	55,005 $1.46 Million
Q3 2021 Nov 05, 2021	SELL	$26.98 - $27.28 $176,853 - $178,820	-6,555 Reduced 11.2%	51,977 $1.4 Million
Q2 2021 Aug 09, 2021	SELL	$26.65 - $27.15 $9,061 - $9,231	-340 Reduced 0.58%	58,532 $1.58 Million
Q1 2021 May 12, 2021	BUY	$26.64 - $27.56 $1.57 Million - $1.62 Million	58,872 New	58,872 $1.57 Million

Others Institutions Holding IBDS

# of Institutions

378

Shares Held

97.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History