Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $144 Million
  • Q4 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 142,966 shares of IBDT stock, worth $3.58 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
142,966
Previous 161,156 11.29%
Holding current value
$3.58 Million
Previous $4.11 Million 13.49%
% of portfolio
2.47%
Previous 2.69%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$24.82 - $25.48 $451,475 - $463,481
-18,190 Reduced 11.29%
142,966 $3.56 Million
Q3 2024

Oct 24, 2024
SELL
$24.62 - $25.59 $1.89 Million - $1.97 Million
-76,914 Reduced 32.31%
161,156 $4.11 Million
Q2 2024

Jul 30, 2024
SELL
$24.4 - $24.86 $195,712 - $199,402
-8,021 Reduced 3.26%
238,070 $5.9 Million
Q1 2024

May 02, 2024
SELL
$24.69 - $25.14 $2.29 Million - $2.33 Million
-92,679 Reduced 27.36%
246,091 $6.13 Million
Q4 2023

Jan 26, 2024
SELL
$23.63 - $25.1 $912,283 - $969,035
-38,607 Reduced 10.23%
338,770 $8.5 Million
Q3 2023

Oct 25, 2023
BUY
$23.94 - $24.67 $929,207 - $957,541
38,814 Added 11.46%
377,377 $9.07 Million
Q2 2023

Jul 19, 2023
BUY
$24.43 - $25.1 $1.59 Million - $1.63 Million
65,052 Added 23.78%
338,563 $8.29 Million
Q1 2023

May 02, 2023
BUY
$24.16 - $25.2 $6.61 Million - $6.89 Million
273,511 New
273,511 $6.82 Million

Others Institutions Holding IBDT

# of Institutions
319
Shares Held
70.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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