Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$21.52 - $22.78 $6,456 - $6,834	300 New	300 $6,000

Others Institutions Holding IBHH

# of Institutions

Shares Held

3.06M

Call Options Held

Put Options Held

Baltimore Washington Financial Advisors, Inc.

871K
Shares

$20.3 Million
1.15% of portfolio
New Edge Advisors, LLC New Orleans, LA

548K
Shares

$12.8 Million
0.09% of portfolio
Lbmc Investment Advisors, LLC

251K
Shares

$5.86 Million
0.47% of portfolio
Commonwealth Equity Services, LLC

170K
Shares

$3.97 Million
0.01% of portfolio
Monumental Financial Group Inc.

129K
Shares

$3.02 Million
1.15% of portfolio

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