Kerntke Otto Mc Glone Wealth Management Group Ishares Ibonds Dec 2023 Term C Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$25.21 - $25.36 $211,713 - $212,973	8,398 New	8,398 $212,000
Q4 2022 Feb 14, 2023	BUY	$24.91 - $25.06 $144,228 - $145,097	5,790 New	5,790 $144,000

Others Institutions Holding IBDO

# of Institutions

Shares Held

760K

Call Options Held

Put Options Held

Leo Brokerage, LLC

253K
Shares

$0
0.73% of portfolio
Cribstone Capital Management, LLC Augusta, ME

167K
Shares

$0
2.47% of portfolio
Security Asset Management

49.3K
Shares

$0
0.73% of portfolio
Bergan Kdv Wealth Management, LLC

48.3K
Shares

$0
0.12% of portfolio
American Portfolios Advisors Holbrook, NY

44.9K
Shares

$0
0.05% of portfolio

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About ISHARES IBONDS DEC 2023 TERM C

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