Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Paradigm, Strategies In Wealth Management, LLC

$141 Million
Q1 2025

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 68,246 shares of IBDW stock, worth $1.42 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

68,246

Previous 64,554 5.72%

Holding current value

$1.42 Million

Previous $1.31 Million 7.84%

% of portfolio

1.01%

Previous 0.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$20.1 - $20.8 $74,209 - $76,793	3,692 Added 5.72%	68,246 $1.42 Million
Q4 2024 Jan 14, 2025	SELL	$20.28 - $21.2 $231,110 - $241,595	-11,396 Reduced 15.0%	64,554 $1.31 Million
Q3 2024 Oct 24, 2024	BUY	$20.12 - $21.28 $256,228 - $271,000	12,735 Added 20.15%	75,950 $1.61 Million
Q2 2024 Jul 30, 2024	BUY	$19.84 - $20.44 $189,888 - $195,631	9,571 Added 17.84%	63,215 $1.28 Million
Q1 2024 May 02, 2024	BUY	$20.24 - $20.75 $867,020 - $888,867	42,837 Added 396.38%	53,644 $1.1 Million
Q4 2023 Jan 26, 2024	BUY	$18.79 - $20.85 $203,063 - $225,325	10,807 New	10,807 $224,000

Others Institutions Holding IBDW

# of Institutions

205

Shares Held

57.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

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Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History