Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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	$25.41 - $27.2 $149,791 - $160,344	-5,895 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$27.06 - $27.29 $127,479 - $128,563	4,711 Added 397.89%	5,895 $161,000
Q1 2021 May 12, 2021	BUY	$27.05 - $27.79 $32,027 - $32,903	1,184 New	1,184 $32,000

Others Institutions Holding IBMQ

# of Institutions

124

Shares Held

12.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.03M
Shares

$26 Million
0.0% of portfolio
Envestnet Asset Management Inc

800K
Shares

$20.3 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

800K
Shares

$20.2 Million
0.35% of portfolio
Mercer Global Advisors Inc Denver, CO

783K
Shares

$19.8 Million
0.05% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.1 Million
0.54% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

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