Global Financial Private Client, LLC Ishares Tr Ibonds December 202 Transaction History

Global Financial Private Client, LLC

$267 Billion
Q4 2024

A detailed history of Global Financial Private Client, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Global Financial Private Client, LLC holds 6,442 shares of IBMO stock, worth $164,013. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,442

Previous 9,540 32.47%

Holding current value

$164,013

Previous $245 Million 32.99%

% of portfolio

0.06%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$25.4 - $25.62 $78,689 - $79,370	-3,098 Reduced 32.47%	6,442 $164 Million
Q3 2024 Oct 07, 2024	BUY	$25.26 - $25.66 $4,572 - $4,644	181 Added 1.93%	9,540 $245 Million
Q2 2024 Jul 29, 2024	BUY	$25.16 - $25.33 $5,535 - $5,572	220 Added 2.41%	9,359 $237 Million
Q1 2024 May 15, 2024	BUY	$25.35 - $25.52 $811 - $816	32 Added 0.35%	9,139 $231 Million
Q4 2023 May 15, 2024	SELL	$24.71 - $25.52 $59,946 - $61,911	-2,426 Reduced 21.04%	9,107 $232 Million
Q3 2023 May 15, 2024	SELL	$24.76 - $25.26 $45,310 - $46,225	-1,830 Reduced 13.69%	11,533 $285 Million
Q2 2023 May 15, 2024	SELL	$24.96 - $25.63 $15,075 - $15,480	-604 Reduced 4.32%	13,363 $336 Million
Q1 2023 May 15, 2024	BUY	$24.99 - $25.64 $349,035 - $358,113	13,967 New	13,967 $356 Million

Others Institutions Holding IBMO

# of Institutions

173

Shares Held

18M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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Global Financial Private Client, LLC Ishares Tr Ibonds December 202 Transaction History