Roman Butler Fullerton & CO Ishares Tr Ibonds 2028 Term Hi Transaction History

Roman Butler Fullerton & CO

$342 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	BUY	$23.05 - $23.38 $39,968 - $40,540	1,734 Added 7.54%	24,744 $577,000
Q4 2023 Jan 31, 2024	BUY	$21.6 - $23.4 $497,016 - $538,434	23,010 New	23,010 $536,000

Others Institutions Holding IBHH

# of Institutions

47

Shares Held

3.88M

Call Options Held

0

Put Options Held

0

Baltimore Washington Financial Advisors, Inc.

923K
Shares

$21.8 Million
1.17% of portfolio
New Edge Advisors, LLC New Orleans, LA

548K
Shares

$12.9 Million
0.09% of portfolio
Lbmc Investment Advisors, LLC

428K
Shares

$10.1 Million
0.79% of portfolio
Apollon Wealth Management, LLC Mount Pleasant, SC

316K
Shares

$7.45 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

170K
Shares

$4.01 Million
0.01% of portfolio

About ISHARES TR IBONDS 2028 TERM HI

Ticker IBHH
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