Jdm Financial Group LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Jdm Financial Group LLC

$184 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$21.51 - $21.88 $442,030 - $449,634	-20,550 Reduced 97.83%	456 $9.96 Million
Q1 2024 May 08, 2024	BUY	$21.79 - $22.29 $50,443 - $51,601	2,315 Added 12.39%	21,006 $461 Million
Q4 2023 Feb 02, 2024	BUY	$21.24 - $22.25 $2,102 - $2,202	99 Added 0.53%	18,691 $415 Million
Q3 2023 Nov 15, 2023	BUY	$21.45 - $22.14 $200,664 - $207,119	9,355 Added 101.28%	18,592 $401 Million
Q2 2023 Aug 04, 2023	BUY	$21.97 - $22.77 $1,779 - $1,844	81 Added 0.88%	9,237 $203 Million
Q1 2023 May 08, 2023	BUY	$21.68 - $22.66 $62,590 - $65,419	2,887 Added 46.05%	9,156 $206 Million
Q4 2022 Jan 10, 2023	BUY	$21.4 - $22.41 $134,156 - $140,488	6,269 New	6,269 $138,000

Others Institutions Holding IBTI

# of Institutions

147

Shares Held

23.2M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.64M
Shares

$35.7 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.03M
Shares

$22.5 Million
0.15% of portfolio
Stifel Financial Corp St. Louis, MO

1.02M
Shares

$22.4 Million
0.02% of portfolio
Atwood & Palmer Inc

1.01M
Shares

$22 Million
1.57% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

1.01M
Shares

$22 Million
0.55% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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