H&H Retirement Design & Management Inc Vanguard Bd Index Fd Inc Total Transaction History

H&H Retirement Design & Management Inc

$169 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$71.76 - $73.66 $217,145 - $222,895	-3,026 Reduced 12.79%	20,641 $1.5 Million
Q4 2023 Feb 09, 2024	SELL	$68.04 - $73.9 $612 - $665	-9 Reduced 0.04%	23,667 $1.74 Million
Q3 2023 Oct 16, 2023	SELL	$69.63 - $72.91 $56,121 - $58,765	-806 Reduced 3.29%	23,676 $1.65 Million
Q2 2023 Jul 14, 2023	SELL	$72.23 - $74.46 $6,139 - $6,329	-85 Reduced 0.35%	24,482 $1.78 Million
Q1 2023 Apr 14, 2023	SELL	$71.33 - $74.57 $16 Million - $16.7 Million	-224,343 Reduced 90.13%	24,567 $1.81 Million
Q4 2022 Jan 17, 2023	SELL	$69.38 - $73.88 $146,114 - $155,591	-2,106 Reduced 0.84%	248,910 $0
Q3 2022 Oct 17, 2022	SELL	$70.77 - $77.08 $2.79 Million - $3.04 Million	-39,486 Reduced 13.59%	251,016 $0
Q2 2022 Aug 03, 2022	SELL	$73.3 - $79.23 $2.38 Million - $2.57 Million	-32,482 Reduced 10.06%	290,502 $22.4 Million
Q1 2022 Apr 11, 2022	BUY	$78.72 - $84.18 $962,115 - $1.03 Million	12,222 Added 3.93%	322,984 $25.1 Million
Q4 2021 Feb 28, 2022	BUY	$84.47 - $85.89 $23.9 Million - $24.3 Million	282,375 Added 994.73%	310,762 $25.2 Million
Q3 2021 Oct 12, 2021	BUY	$85.45 - $86.85 $87,415 - $88,847	1,023 Added 3.74%	28,387 $0
Q2 2021 Jul 22, 2021	SELL	$84.67 - $85.92 $198,889 - $201,826	-2,349 Reduced 7.91%	27,364 $2.37 Million
Q1 2021 Apr 23, 2021	BUY	$84.36 - $88.07 $335,499 - $350,254	3,977 Added 15.45%	29,713 $2.54 Million
Q3 2020 Dec 01, 2020	BUY	$88.13 - $89.48 $997,190 - $1.01 Million	11,315 Added 78.46%	25,736 $2.27 Million
Q2 2020 Jul 17, 2020	BUY	$85.6 - $88.34 $50,589 - $52,208	591 Added 4.27%	14,421 $1.27 Million
Q1 2020 May 14, 2020	BUY	$80.33 - $87.96 $1.11 Million - $1.22 Million	13,830 New	13,830 $1.18 Million

Others Institutions Holding BND

# of Institutions

1,615

Shares Held

958M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.03 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.25 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.63 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.44 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.6 Billion
0.07% of portfolio

View Full List

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