Time Scale Financial, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Time Scale Financial, Inc.

$462 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 07, 2020	SELL	$27.07 - $27.66 $32,754 - $33,468	-1,210 Closed	0 $0
Q1 2020 Apr 09, 2020	BUY	$23.01 - $27.34 $27,842 - $33,081	1,210 New	1,210 $31,000

Others Institutions Holding IBMQ

# of Institutions

124

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$26 Million
0.0% of portfolio
Envestnet Asset Management Inc

800K
Shares

$20.3 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

800K
Shares

$20.2 Million
0.35% of portfolio
Mercer Global Advisors Inc Denver, CO

783K
Shares

$19.8 Million
0.05% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.1 Million
0.54% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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