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

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 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

167

Shares Held

17.9M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

2.2M
Shares

$58.5 Million
0.86% of portfolio
Bank Of America Corp Charlotte, NC

1.79M
Shares

$47.5 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

994K
Shares

$26.4 Million
0.06% of portfolio
Envestnet Asset Management Inc

877K
Shares

$23.3 Million
0.01% of portfolio
Us Bancorp \De\

689K
Shares

$18.3 Million
0.02% of portfolio

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About ISHARES TR IBONDS DEC 2025 TER

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