Bradley & Co. Private Wealth Management, LLC Ishares Ibonds 2025 Term High Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 1,000 shares of IBHE stock, worth $23,270. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,000

Previous 1,297 22.9%

Holding current value

$23,270

Previous $30,000 23.33%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$23.19 - $23.37 $6,887 - $6,940	-297 Reduced 22.9%	1,000 $23,000
Q1 2024 Apr 26, 2024	SELL	$23.04 - $23.43 $92,160 - $93,720	-4,000 Reduced 75.51%	1,297 $30,000
Q3 2023 Oct 26, 2023	BUY	$22.69 - $23.07 $90,760 - $92,280	4,000 Added 308.4%	5,297 $121,000
Q1 2023 May 08, 2023	SELL	$22.48 - $23.06 $81,107 - $83,200	-3,608 Reduced 73.56%	1,297 $29,000
Q4 2022 Feb 13, 2023	BUY	$22.04 - $22.94 $6,545 - $6,813	297 Added 6.45%	4,905 $110,000
Q2 2021 Aug 09, 2021	SELL	$24.93 - $25.23 $320,874 - $324,735	-12,871 Reduced 73.64%	4,608 $116,000
Q1 2021 May 12, 2021	BUY	$24.78 - $25.1 $433,129 - $438,722	17,479 New	17,479 $439,000

Others Institutions Holding IBHE

# of Institutions

107

Shares Held

13.5M

Call Options Held

Put Options Held

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About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
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Bradley & Co. Private Wealth Management, LLC Ishares Ibonds 2025 Term High Transaction History