Taylor, Cottrill, Erickson & Associates, Inc. Ishares Tr Ibonds Dec 2023 Ter Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

$340 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 03, 2022	SELL	$25.91 - $26.02 $433,344 - $435,184	-16,725 Closed	0 $0
Q3 2020 Oct 09, 2020	BUY	$26.17 - $26.37 $184,498 - $185,908	7,050 Added 72.87%	16,725 $440,000
Q2 2020 Jul 14, 2020	BUY	$25.25 - $26.25 $244,293 - $253,968	9,675 New	9,675 $254,000

Others Institutions Holding IBML

# of Institutions

Shares Held

491K

Call Options Held

Put Options Held

Farmer Steven Patrick

164K
Shares

$0
0.07% of portfolio
Eaton Vance Management Boston, MA

71.9K
Shares

$0
0.0% of portfolio
Leo Brokerage, LLC

35.7K
Shares

$0
0.1% of portfolio
Fieldpoint Private Securities, LLC

34K
Shares

$0
0.25% of portfolio
Ifp Advisors, Inc

33.8K
Shares

$0
0.0% of portfolio

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About ISHARES TR IBONDS DEC 2023 TER

Ticker IBML
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