Bradley & Co. Private Wealth Management, LLC Ishares Ibonds Dec 2022 Term M Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$26.15 - $26.28 $129,154 - $129,796	-4,939 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$26.3 - $26.42 $129,895 - $130,488	4,939 New	4,939 $130,000

Others Institutions Holding IBMK

# of Institutions

Shares Held

119K

Call Options Held

Put Options Held

Fieldpoint Private Securities, LLC

61.9K
Shares

$0
0.47% of portfolio
American Portfolios Advisors Holbrook, NY

20.5K
Shares

$0
0.02% of portfolio
Farmer Steven Patrick

16.2K
Shares

$0
0.01% of portfolio
Altium Wealth Management LLC

10.8K
Shares

$0
0.02% of portfolio
Corbett Road Capital Management, LLC Mclean, VA

9.24K
Shares

$0
0.41% of portfolio

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About ISHARES IBONDS DEC 2022 TERM M

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