Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Bradley & Co. Private Wealth Management, LLC

$123 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 06, 2022	SELL	$26.58 - $27.86 $114,107 - $119,602	-4,293 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$27.84 - $27.95 $15,479 - $15,540	-556 Reduced 11.47%	4,293 $120,000
Q1 2021 May 12, 2021	BUY	$27.83 - $28.23 $134,947 - $136,887	4,849 New	4,849 $135,000

Others Institutions Holding IBMN

# of Institutions

160

Shares Held

17.9M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

2.2M
Shares

$58.4 Million
0.86% of portfolio
Bank Of America Corp Charlotte, NC

1.66M
Shares

$43.9 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

934K
Shares

$24.8 Million
0.07% of portfolio
Envestnet Asset Management Inc

814K
Shares

$21.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

757K
Shares

$20.1 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBMN
Sector ETFs
Industry ETFs

More about IBMN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Account