Wells Financial Advisors Inc Ishares Ibonds Dec 2023 Term C Transaction History

Wells Financial Advisors Inc

$73.1 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$25.21 - $25.36 $30,756 - $30,939	-1,220 Reduced 5.58%	20,635 $523,000
Q2 2023 Aug 07, 2023	SELL	$25.13 - $25.29 $100,494 - $101,134	-3,999 Reduced 15.47%	21,855 $552,000
Q4 2022 Feb 03, 2023	SELL	$24.91 - $25.06 $25,906 - $26,062	-1,040 Reduced 3.87%	25,854 $647,000
Q3 2022 Nov 09, 2022	SELL	$24.97 - $25.14 $141,579 - $142,543	-5,670 Reduced 17.41%	26,894 $671,000
Q1 2022 Apr 25, 2022	SELL	$25.22 - $25.66 $126,352 - $128,556	-5,010 Reduced 13.33%	32,564 $823,000
Q4 2021 Feb 11, 2022	SELL	$25.66 - $25.97 $53,116 - $53,757	-2,070 Reduced 5.22%	37,574 $965,000
Q1 2021 May 12, 2021	SELL	$26.08 - $26.26 $16,039 - $16,149	-615 Reduced 1.53%	39,644 $1.04 Million
Q4 2020 Feb 11, 2021	BUY	$26.17 - $26.29 $1.05 Million - $1.06 Million	40,259 New	40,259 $1.06 Million

Others Institutions Holding IBDO

# of Institutions

15

Shares Held

760K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2023 TERM C

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