Kerntke Otto Mc Glone Wealth Management Group Ishares Tr Ibonds Dec 2023 Ter Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$25.44 - $25.52 $1,170 - $1,173	46 Added 0.51%	9,125 $232,000
Q2 2023 Aug 09, 2023	BUY	$25.39 - $25.49 $11,019 - $11,062	434 Added 5.02%	9,079 $231,000
Q1 2023 May 04, 2023	BUY	$25.32 - $25.43 $557 - $559	22 Added 0.26%	8,645 $219,000
Q4 2022 Feb 14, 2023	BUY	$25.26 - $25.42 $217,816 - $219,196	8,623 New	8,623 $218,000

Others Institutions Holding IBML

# of Institutions

Shares Held

457K

Call Options Held

Put Options Held

Farmer Steven Patrick

164K
Shares

$0
0.07% of portfolio
Eaton Vance Management Boston, MA

71.9K
Shares

$0
0.0% of portfolio
Leo Brokerage, LLC

35.7K
Shares

$0
0.1% of portfolio
Fieldpoint Private Securities, LLC

34K
Shares

$0
0.25% of portfolio
Capital Directions Investment Advisors, LLC

28.7K
Shares

$0
0.27% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2023 TER

Ticker IBML
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