Northern Oak Wealth Management Inc Ishares Ibonds Dec 2022 Term M Transaction History

Northern Oak Wealth Management Inc

$828 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$26.36 - $26.45 $174,239 - $174,834	-6,610 Reduced 87.61%	935 $25,000
Q3 2020 Nov 16, 2020	SELL	$26.38 - $26.56 $39,570 - $39,840	-1,500 Reduced 16.58%	7,545 $200,000
Q2 2020 Aug 17, 2020	BUY	$25.61 - $26.52 $21,256 - $22,011	830 Added 10.1%	9,045 $239,000
Q4 2019 Jan 27, 2020	BUY	$26.11 - $26.21 $5,352 - $5,373	205 Added 2.56%	8,215 $214,000
Q2 2019 Jul 30, 2019	SELL	$25.82 - $26.13 $3,614 - $3,658	-140 Reduced 1.72%	8,010 $0
Q1 2019 Apr 24, 2019	BUY	$25.61 - $25.94 $7,683 - $7,782	300 Added 3.82%	8,150 $0
Q2 2018 Aug 13, 2018	BUY	$25.26 - $25.56 $15,156 - $15,336	600 Added 8.28%	7,850 $0
Q4 2017 Feb 16, 2018	BUY	$25.58 - $26.09 $185,455 - $189,152	7,250	7,250 $0

Others Institutions Holding IBMK

# of Institutions

5

Shares Held

119K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2022 TERM M

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