Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	BUY	$25.17 - $25.41 $4,958 - $5,005	197 Added 1.89%	10,604 $266,000
Q4 2023 Jan 26, 2024	BUY	$24.36 - $25.42 $253,514 - $264,545	10,407 New	10,407 $264,000

Others Institutions Holding IBMP

# of Institutions

142

Shares Held

17.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.62M
Shares

$40.6 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

958K
Shares

$24.1 Million
0.05% of portfolio
Envestnet Asset Management Inc

878K
Shares

$22.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

836K
Shares

$21 Million
0.0% of portfolio
Clearstead Advisors, LLC Cleveland, OH

811K
Shares

$20.4 Million
0.33% of portfolio

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMP
Sector ETFs
Industry ETFs

More about IBMP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm, Strategies In Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm, Strategies In Wealth Management, LLC with notifications on news.

Account