Strategic Wealth Partners Group LLC Ishares Ibonds Dec 2023 Term C Transaction History

Strategic Wealth Partners Group LLC

$851 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$25.21 - $25.36 $31,588 - $31,776	-1,253 Reduced 9.99%	11,288 $286,000
Q3 2022 Nov 08, 2022	SELL	$24.97 - $25.14 $30,538 - $30,746	-1,223 Reduced 8.89%	12,541 $313,000
Q2 2022 Aug 12, 2022	SELL	$25.0 - $25.26 $56,925 - $57,517	-2,277 Reduced 14.19%	13,764 $346,000
Q1 2022 May 12, 2022	BUY	$25.22 - $25.66 $46,833 - $47,650	1,857 Added 13.09%	16,041 $405,000
Q3 2021 Nov 12, 2021	BUY	$25.98 - $26.06 $21,927 - $21,994	844 Added 6.33%	14,184 $369,000
Q1 2021 May 17, 2021	BUY	$26.08 - $26.26 $4,955 - $4,989	190 Added 1.44%	13,340 $349,000
Q4 2020 Feb 11, 2021	SELL	$26.17 - $26.29 $31,770 - $31,916	-1,214 Reduced 8.45%	13,150 $345,000
Q3 2020 Nov 13, 2020	BUY	$26.12 - $26.31 $132,193 - $133,154	5,061 Added 54.4%	14,364 $377,000
Q1 2020 May 14, 2020	BUY	$22.28 - $26.08 $207,270 - $242,622	9,303 New	9,303 $232,000

Others Institutions Holding IBDO

# of Institutions

15

Shares Held

760K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2023 TERM C

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