Retirement Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 17, 2021	SELL	$25.15 - $25.62 $1,182 - $1,204	-47 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$25.15 - $26.23 $1,182 - $1,232	47 New	47 $1,000

Others Institutions Holding IBTH

# of Institutions

199

Shares Held

32.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.23M
Shares

$71.4 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

3.05M
Shares

$67.5 Million
2.59% of portfolio
Bank Of America Corp Charlotte, NC

1.6M
Shares

$35.4 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.37M
Shares

$30.2 Million
0.21% of portfolio
Confluence Investment Management LLC

1.36M
Shares

$30 Million
0.43% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

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