Royal Harbor Partners, LLC Ishares Tr Ibonds December 202 Transaction History

Royal Harbor Partners, LLC

$197 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	BUY	$25.17 - $25.41 $65,215 - $65,837	2,591 Added 7.84%	35,658 $897,000
Q4 2023 Feb 08, 2024	SELL	$24.36 - $25.42 $112,323 - $117,211	-4,611 Reduced 12.24%	33,067 $840,000
Q3 2023 Nov 14, 2023	SELL	$24.48 - $25.15 $66,340 - $68,156	-2,710 Reduced 6.71%	37,678 $922,000
Q2 2023 Jul 24, 2023	BUY	$24.82 - $25.61 $199,279 - $205,622	8,029 Added 24.81%	40,388 $1.01 Million
Q1 2023 Apr 21, 2023	SELL	$24.89 - $25.65 $8,835 - $9,105	-355 Reduced 1.09%	32,359 $823,000
Q4 2022 Jan 23, 2023	BUY	$24.34 - $25.21 $276,259 - $286,133	11,350 Added 53.13%	32,714 $0
Q3 2022 Oct 21, 2022	BUY	$24.62 - $25.71 $525,981 - $549,268	21,364 New	21,364 $521,000

Others Institutions Holding IBMP

# of Institutions

128

Shares Held

16.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.51M
Shares

$38.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

935K
Shares

$23.7 Million
0.06% of portfolio
Envestnet Asset Management Inc

842K
Shares

$21.4 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

791K
Shares

$20.1 Million
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

764K
Shares

$19.4 Million
0.0% of portfolio

About ISHARES TR IBONDS DECEMBER 202

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