Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Paradigm, Strategies In Wealth Management, LLC

$144 Million
Q4 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$25.91 - $26.05 $165,694 - $166,589	-6,395 Reduced 31.49%	13,914 $362,000
Q1 2024 May 02, 2024	SELL	$25.9 - $25.98 $784,692 - $787,116	-30,297 Reduced 59.87%	20,309 $527,000
Q4 2023 Jan 26, 2024	SELL	$25.65 - $25.93 $330,756 - $334,367	-12,895 Reduced 20.31%	50,606 $1.31 Million
Q3 2023 Oct 25, 2023	SELL	$25.67 - $25.78 $5,313 - $5,336	-207 Reduced 0.32%	63,501 $1.63 Million
Q2 2023 Jul 19, 2023	BUY	$25.61 - $25.89 $57,596 - $58,226	2,249 Added 3.66%	63,708 $1.64 Million
Q4 2022 Jan 20, 2023	BUY	$25.46 - $25.87 $403,744 - $410,246	15,858 Added 34.78%	61,459 $0
Q3 2022 Nov 09, 2022	BUY	$25.41 - $26.18 $149,334 - $153,859	5,877 Added 14.79%	45,601 $1.16 Million
Q4 2021 Feb 08, 2022	BUY	$26.81 - $26.95 $29,919 - $30,076	1,116 Added 2.89%	39,724 $1.07 Million
Q3 2021 Oct 15, 2021	BUY	$26.94 - $27.08 $39,871 - $40,078	1,480 Added 3.99%	38,608 $1.04 Million
Q2 2021 Jul 30, 2021	BUY	$26.95 - $27.11 $356,413 - $358,529	13,225 Added 55.33%	37,128 $1 Million
Q1 2021 Apr 29, 2021	BUY	$26.92 - $27.14 $643,468 - $648,727	23,903 New	23,903 $645,000

Others Institutions Holding IBMM

# of Institutions

Shares Held

2.3M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

356K
Shares

$9.28 Million
0.14% of portfolio
Farmer Steven Patrick

179K
Shares

$4.65 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

143K
Shares

$3.73 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

139K
Shares

$3.61 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

117K
Shares

$3.04 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2024 TER

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