Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	SELL	$25.44 - $25.52 $235,014 - $235,753	-9,238 Reduced 8.42%	100,524 $2.57 Million
Q2 2023 Jul 19, 2023	BUY	$25.39 - $25.49 $32,930 - $33,060	1,297 Added 1.2%	109,762 $2.8 Million
Q1 2023 May 02, 2023	SELL	$25.32 - $25.43 $245,274 - $246,340	-9,687 Reduced 8.2%	108,465 $2.76 Million
Q4 2022 Jan 20, 2023	BUY	$25.26 - $25.42 $200,185 - $201,453	7,925 Added 7.19%	118,152 $0
Q2 2022 Jul 18, 2022	BUY	$25.31 - $25.54 $290,558 - $293,199	11,480 Added 11.63%	110,227 $2.81 Million
Q1 2022 Apr 18, 2022	SELL	$25.45 - $25.93 $11,961 - $12,187	-470 Reduced 0.47%	98,747 $2.52 Million
Q4 2021 Feb 08, 2022	BUY	$25.91 - $26.02 $603,858 - $606,422	23,306 Added 30.7%	99,217 $2.57 Million
Q3 2021 Oct 15, 2021	BUY	$26.0 - $26.14 $14,222 - $14,298	547 Added 0.73%	75,911 $1.97 Million
Q2 2021 Jul 30, 2021	BUY	$26.07 - $26.2 $48,907 - $49,151	1,876 Added 2.55%	75,364 $1.97 Million
Q1 2021 Apr 29, 2021	BUY	$26.1 - $26.25 $1.92 Million - $1.93 Million	73,488 New	73,488 $1.92 Million

Others Institutions Holding IBML

# of Institutions

Shares Held

457K

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2023 TER

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