Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 27,414 shares of IBMQ stock, worth $692,751. This represents 0.49% of its overall portfolio holdings.

Number of Shares
27,414
Previous 27,759 1.24%
Holding current value
$692,751
Previous $698,000 0.72%
% of portfolio
0.49%
Previous 0.48%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$25.08 - $25.39 $8,652 - $8,759
-345 Reduced 1.24%
27,414 $693,000
Q4 2024

Jan 14, 2025
BUY
$25.06 - $25.59 $13,306 - $13,588
531 Added 1.95%
27,759 $698,000
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
151
Shares Held
16M
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
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More about IBMQ
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