Paulson Wealth Management Inc. Ishares Tr Ibonds Dec 2023 Ter Transaction History

Paulson Wealth Management Inc.

$371 Million
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$25.31 - $25.54 $4,302 - $4,341	-170 Reduced 2.1%	7,938 $202,000
Q1 2022 May 02, 2022	SELL	$25.45 - $25.93 $8,729 - $8,893	-343 Reduced 4.06%	8,108 $207,000
Q4 2021 Jan 28, 2022	SELL	$25.91 - $26.02 $574,502 - $576,941	-22,173 Reduced 72.4%	8,451 $219,000
Q3 2021 Oct 22, 2021	SELL	$26.0 - $26.14 $6,812 - $6,848	-262 Reduced 0.85%	30,624 $796,000
Q2 2021 Jul 26, 2021	SELL	$26.07 - $26.2 $85,327 - $85,752	-3,273 Reduced 9.58%	30,886 $806,000
Q1 2021 Apr 30, 2021	SELL	$26.1 - $26.25 $45,570 - $45,832	-1,746 Reduced 4.86%	34,159 $895,000
Q4 2020 Feb 05, 2021	SELL	$26.15 - $26.26 $167,961 - $168,667	-6,423 Reduced 15.17%	35,905 $940,000
Q3 2020 Oct 14, 2020	BUY	$26.17 - $26.37 $11,619 - $11,708	444 Added 1.06%	42,328 $1.11 Million
Q2 2020 Jul 17, 2020	SELL	$25.25 - $26.25 $4,343 - $4,515	-172 Reduced 0.41%	41,884 $1.1 Million
Q1 2020 Apr 29, 2020	SELL	$24.02 - $26.26 $18,111 - $19,800	-754 Reduced 1.76%	42,056 $1.09 Million
Q4 2019 Jan 21, 2020	SELL	$25.73 - $25.86 $25,189 - $25,316	-979 Reduced 2.24%	42,810 $1.11 Million
Q3 2019 Oct 30, 2019	BUY	$25.62 - $26.04 $36,995 - $37,601	1,444 Added 3.41%	43,789 $1.13 Million
Q2 2019 Jul 30, 2019	BUY	$25.34 - $25.73 $238,297 - $241,964	9,404 Added 28.55%	42,345 $1.09 Million
Q1 2019 Apr 24, 2019	BUY	$25.08 - $25.5 $27,562 - $28,024	1,099 Added 3.45%	32,941 $839,000
Q4 2018 Jan 23, 2019	BUY	$24.6 - $25.11 $508,555 - $519,099	20,673 Added 185.09%	31,842 $804,000
Q3 2018 Oct 26, 2018	BUY	$24.79 - $25.11 $18,716 - $18,958	755 Added 7.25%	11,169 $275,000
Q2 2018 Aug 01, 2018	BUY	$24.64 - $25.02 $1,010 - $1,025	41 Added 0.4%	10,414 $260,000
Q1 2018 May 02, 2018	BUY	$24.81 - $25.27 $89,638 - $91,300	3,613 Added 53.45%	10,373 $258,000
Q4 2017 Mar 01, 2018	BUY	$25.08 - $25.58 $169,540 - $172,920	6,760	6,760 $170,000

Others Institutions Holding IBML

# of Institutions

11

Shares Held

457K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

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