Tradition Wealth Management, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$25.44 - $25.52 $15,543 - $15,592	611 Added 6.27%	10,358 $264,000
Q2 2023 Aug 14, 2023	BUY	$25.39 - $25.49 $203 - $203	8 Added 0.08%	9,747 $248,000
Q1 2023 May 11, 2023	BUY	$25.32 - $25.43 $126 - $127	5 Added 0.05%	9,739 $248,000
Q4 2022 Feb 03, 2023	SELL	$25.26 - $25.42 $494,893 - $498,028	-19,592 Reduced 66.81%	9,734 $247,000
Q3 2022 Nov 14, 2022	BUY	$25.25 - $25.56 $151 - $153	6 Added 0.02%	29,326 $740,000
Q2 2022 Aug 02, 2022	BUY	$25.31 - $25.54 $595,443 - $600,854	23,526 Added 406.04%	29,320 $748,000
Q1 2022 May 11, 2022	BUY	$25.45 - $25.93 $10,256 - $10,449	403 Added 7.48%	5,794 $148,000
Q4 2021 Feb 14, 2022	BUY	$25.91 - $26.02 $155 - $156	6 Added 0.11%	5,391 $140,000
Q3 2021 Nov 12, 2021	BUY	$26.0 - $26.14 $104 - $104	4 Added 0.07%	5,385 $140,000
Q2 2021 Aug 09, 2021	BUY	$26.07 - $26.2 $104 - $104	4 Added 0.07%	5,381 $141,000
Q1 2021 May 14, 2021	BUY	$26.1 - $26.25 $52 - $52	2 Added 0.04%	5,377 $141,000
Q4 2020 Feb 16, 2021	BUY	$26.15 - $26.26 $140,556 - $141,147	5,375 New	5,375 $141,000

Others Institutions Holding IBML

# of Institutions

11

Shares Held

457K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

Ticker IBML
Sector ETFs
Industry ETFs

More about IBML

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.