Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 16,286 shares of IBDT stock, worth $409,104. This represents 0.26% of its overall portfolio holdings.

Number of Shares

16,286

Previous 19,481 16.4%

Holding current value

$409,104

Previous $482,000 15.98%

% of portfolio

0.26%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$24.82 - $25.48 $79,299 - $81,408	-3,195 Reduced 16.4%	16,286 $405,000
Q1 2023 May 08, 2023	SELL	$24.16 - $25.2 $201,880 - $210,571	-8,356 Reduced 30.02%	19,481 $485,000
Q3 2022 Oct 21, 2022	SELL	$23.63 - $25.66 $387,768 - $421,080	-16,410 Reduced 37.09%	27,837 $662,000
Q2 2022 Jul 25, 2022	BUY	$24.36 - $26.23 $106,185 - $114,336	4,359 Added 10.93%	44,247 $1.11 Million
Q1 2022 May 06, 2022	SELL	$26.1 - $28.23 $462,779 - $500,546	-17,731 Reduced 30.77%	39,888 $1.05 Million
Q4 2021 Jan 21, 2022	SELL	$28.15 - $28.74 $24,096 - $24,601	-856 Reduced 1.46%	57,619 $1.63 Million
Q1 2021 May 12, 2021	BUY	$28.18 - $29.55 $1.65 Million - $1.73 Million	58,475 New	58,475 $1.66 Million

Others Institutions Holding IBDT

# of Institutions

341

Shares Held

77.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History