Richard W. Paul & Associates, LLC Ishares Ibonds 2024 Term High Transaction History

Richard W. Paul & Associates, LLC

$278 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$23.16 - $23.38 $23 - $23	1 Added 1.15%	88 $2.05 Million
Q4 2023 Jan 23, 2024	BUY	$23.0 - $23.3 $2,001 - $2,027	87 New	87 $2.02 Million

Others Institutions Holding IBHD

# of Institutions

112

Shares Held

7.85M

Call Options Held

0

Put Options Held

0

Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.29M
Shares

$29.9 Million
18.83% of portfolio
Lpl Financial LLC Fort Mill, SC

485K
Shares

$11.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

464K
Shares

$10.8 Million
0.0% of portfolio
Asset Dedication, LLC

327K
Shares

$7.59 Million
0.52% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

Ticker IBHD
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