M3 Advisory Group, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

M3 Advisory Group, LLC

$140 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$24.34 - $25.83 $196,837 - $208,887	8,087 New	8,087 $208 Million
Q1 2024 Apr 29, 2024	BUY	$24.5 - $25.2 $198,131 - $203,792	8,087 New	8,087 $201 Million

Others Institutions Holding IBDX

# of Institutions

124

Shares Held

27.6M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

2.34M
Shares

$57.8 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.28M
Shares

$56.2 Million
1.17% of portfolio
First Interstate Bank Billings, MT

2.2M
Shares

$54.2 Million
3.38% of portfolio
Aptus Capital Advisors, LLC

2.12M
Shares

$52.3 Million
0.87% of portfolio
Bank Of America Corp Charlotte, NC

1.81M
Shares

$44.6 Million
0.0% of portfolio

About ISHARES TR IBONDS DEC 2032 TER

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