Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $153 Million
  • Q3 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 27,228 shares of IBMQ stock, worth $691,591. This represents 0.46% of its overall portfolio holdings.

Number of Shares
27,228
Previous 30,879 11.82%
Holding current value
$691,591
Previous $772,000 9.72%
% of portfolio
0.46%
Previous 0.47%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$24.91 - $25.63 $90,946 - $93,575
-3,651 Reduced 11.82%
27,228 $697,000
Q2 2024

Jul 30, 2024
BUY
$24.81 - $25.19 $134,147 - $136,202
5,407 Added 21.23%
30,879 $772,000
Q1 2024

May 02, 2024
SELL
$25.27 - $25.61 $18,270 - $18,516
-723 Reduced 2.76%
25,472 $643,000
Q4 2023

Jan 26, 2024
BUY
$24.26 - $25.61 $263,536 - $278,201
10,863 Added 70.85%
26,195 $670,000
Q3 2023

Oct 25, 2023
BUY
$24.41 - $25.28 $108,502 - $112,369
4,445 Added 40.83%
15,332 $374,000
Q2 2023

Jul 19, 2023
BUY
$24.9 - $25.77 $24,476 - $25,331
983 Added 9.93%
10,887 $273,000
Q1 2023

May 02, 2023
BUY
$24.96 - $25.8 $9,734 - $10,062
390 Added 4.1%
9,904 $253,000
Q4 2022

Jan 20, 2023
BUY
$24.12 - $25.25 $229,477 - $240,228
9,514 New
9,514 $0

Others Institutions Holding IBMQ

# of Institutions
128
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Paradigm, Strategies In Wealth Management, LLC Portfolio

Follow Paradigm, Strategies In Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email