Sharkey, Howes & Javer Vanguard Bd Index Fd Inc Total Transaction History

Sharkey, Howes & Javer

$665 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$70.77 - $77.08 $4.36 Million - $4.75 Million	61,580 New	61,580 $4.39 Million
Q2 2021 Jul 28, 2021	SELL	$84.67 - $85.92 $237,414 - $240,919	-2,804 Closed	0 $0
Q1 2021 Apr 21, 2021	SELL	$84.36 - $88.07 $780,414 - $814,735	-9,251 Reduced 76.74%	2,804 $238,000
Q4 2020 Feb 04, 2021	SELL	$87.44 - $88.49 $18,362 - $18,582	-210 Reduced 1.71%	12,055 $1.06 Million
Q3 2020 Oct 21, 2020	BUY	$88.13 - $89.48 $2,203 - $2,237	25 Added 0.2%	12,265 $1.08 Million
Q2 2020 Jul 22, 2020	SELL	$85.6 - $88.34 $119,497 - $123,322	-1,396 Reduced 10.24%	12,240 $1.08 Million
Q1 2020 Apr 24, 2020	BUY	$80.33 - $87.96 $1.1 Million - $1.2 Million	13,636 New	13,636 $1.16 Million

Others Institutions Holding BND

# of Institutions

1,564

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.14 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.35 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.72 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.53 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.65 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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