Gradient Investments LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Gradient Investments LLC

$3.51 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	SELL	$24.7 - $24.83 $536,459 - $539,282	-21,719 Reduced 7.53%	266,757 $6.62 Million
Q2 2023 Jul 11, 2023	SELL	$24.71 - $24.81 $13.8 Million - $13.8 Million	-557,432 Reduced 65.9%	288,476 $7.16 Million
Q1 2023 Apr 17, 2023	BUY	$24.67 - $24.81 $10.4 Million - $10.5 Million	422,741 Added 99.9%	845,908 $21 Million
Q4 2022 Jan 10, 2023	BUY	$24.66 - $24.75 $2.23 Million - $2.24 Million	90,521 Added 27.21%	423,167 $0
Q3 2022 Oct 14, 2022	SELL	$24.75 - $24.95 $1.82 Million - $1.83 Million	-73,436 Reduced 18.08%	332,646 $8.24 Million
Q2 2022 Jul 11, 2022	BUY	$24.83 - $25.11 $10.1 Million - $10.2 Million	406,082 New	406,082 $10.1 Million

Others Institutions Holding IBTD

# of Institutions

9

Shares Held

477K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

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