Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds December 202 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	$25.42 - $26.86 $151,350 - $159,924	-5,954 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$26.8 - $26.92 $107,521 - $108,003	4,012 Added 206.59%	5,954 $160,000
Q1 2021 May 12, 2021	BUY	$26.74 - $27.23 $51,929 - $52,880	1,942 New	1,942 $52,000

Others Institutions Holding IBMO

# of Institutions

170

Shares Held

17.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.56M
Shares

$39.7 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

993K
Shares

$25.3 Million
0.06% of portfolio
Envestnet Asset Management Inc

925K
Shares

$23.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

806K
Shares

$20.5 Million
0.0% of portfolio
Clearstead Advisors, LLC Cleveland, OH

798K
Shares

$20.3 Million
0.32% of portfolio

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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