Montag A & Associates Inc Ishares Tr Ibonds Dec 2023 Ter Transaction History

Montag A & Associates Inc

$2.09 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	BUY	$24.7 - $24.83 $149,706 - $150,494	6,061 Added 5.11%	124,748 $3.1 Million
Q2 2023 Aug 09, 2023	SELL	$24.71 - $24.81 $209,318 - $210,165	-8,471 Reduced 6.66%	118,687 $2.94 Million
Q1 2023 May 11, 2023	BUY	$24.67 - $24.81 $657,800 - $661,533	26,664 Added 26.53%	127,158 $3.15 Million
Q4 2022 Feb 02, 2023	BUY	$24.66 - $24.75 $1.1 Million - $1.1 Million	44,528 Added 79.56%	100,494 $2.48 Million
Q3 2022 Nov 09, 2022	SELL	$24.75 - $24.95 $361,028 - $363,945	-14,587 Reduced 20.68%	55,966 $1.39 Million
Q2 2022 Aug 10, 2022	BUY	$24.83 - $25.11 $1.75 Million - $1.77 Million	70,553 New	70,553 $1.76 Million

Others Institutions Holding IBTD

# of Institutions

9

Shares Held

477K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

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