Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 80,274 shares of IBDU stock, worth $1.83 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

80,274

Previous 88,527 9.32%

Holding current value

$1.83 Million

Previous $2.08 Million 12.06%

% of portfolio

1.27%

Previous 1.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$22.71 - $23.47 $187,425 - $193,697	-8,253 Reduced 9.32%	80,274 $1.83 Million
Q3 2024 Oct 24, 2024	BUY	$22.51 - $23.57 $276,265 - $289,274	12,273 Added 16.09%	88,527 $2.08 Million
Q2 2024 Jul 30, 2024	SELL	$22.29 - $22.77 $137,640 - $140,604	-6,175 Reduced 7.49%	76,254 $1.73 Million
Q1 2024 May 02, 2024	BUY	$22.61 - $23.1 $934,132 - $954,376	41,315 Added 100.49%	82,429 $1.88 Million
Q4 2023 Jan 26, 2024	BUY	$21.44 - $23.11 $411,798 - $443,873	19,207 Added 87.68%	41,114 $948,000
Q3 2023 Oct 25, 2023	BUY	$21.83 - $22.62 $478,229 - $495,536	21,907 New	21,907 $479,000

Others Institutions Holding IBDU

# of Institutions

239

Shares Held

60.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History