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

Tradition Wealth Management, LLC

$988 Million
Q2 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

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