Tradition Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Tradition Wealth Management, LLC

$988 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$25.65 - $25.93 $333 - $337	13 Added 0.47%	2,774 $72,000
Q3 2023 Nov 13, 2023	BUY	$25.67 - $25.78 $15,633 - $15,700	609 Added 28.3%	2,761 $71,000
Q2 2023 Aug 14, 2023	BUY	$25.61 - $25.89 $230 - $233	9 Added 0.42%	2,152 $55,000
Q1 2023 May 11, 2023	BUY	$25.61 - $25.94 $153 - $155	6 Added 0.28%	2,143 $55,000
Q4 2022 Feb 03, 2023	SELL	$25.46 - $25.87 $489,723 - $497,609	-19,235 Reduced 90.0%	2,137 $55,000
Q3 2022 Nov 14, 2022	BUY	$25.41 - $26.18 $152 - $157	6 Added 0.03%	21,372 $545,000
Q2 2022 Aug 02, 2022	BUY	$25.67 - $26.04 $494,147 - $501,270	19,250 Added 909.74%	21,366 $556,000
Q1 2022 May 11, 2022	BUY	$25.96 - $26.83 $10,461 - $10,812	403 Added 23.53%	2,116 $55,000
Q4 2021 Feb 14, 2022	BUY	$26.81 - $26.95 $107 - $107	4 Added 0.23%	1,713 $46,000
Q3 2021 Nov 12, 2021	BUY	$26.94 - $27.08 $107 - $108	4 Added 0.23%	1,709 $46,000
Q2 2021 Aug 09, 2021	BUY	$26.95 - $27.11 $107 - $108	4 Added 0.24%	1,705 $46,000
Q1 2021 May 14, 2021	BUY	$26.92 - $27.14 $26 - $27	1 Added 0.06%	1,701 $46,000
Q4 2020 Feb 16, 2021	BUY	$26.98 - $27.12 $45,866 - $46,104	1,700 New	1,700 $46,000

Others Institutions Holding IBMM

# of Institutions

175

Shares Held

14.5M

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2024 TER

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