Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$26.0 - $26.14 $128,778 - $129,471	-4,953 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$26.1 - $26.25 $129,273 - $130,016	4,953 New	4,953 $130,000

Others Institutions Holding IBML

# of Institutions

Shares Held

457K

Call Options Held

Put Options Held

Farmer Steven Patrick

164K
Shares

$0
0.07% of portfolio
Eaton Vance Management Boston, MA

71.9K
Shares

$0
0.0% of portfolio
Leo Brokerage, LLC

35.7K
Shares

$0
0.1% of portfolio
Fieldpoint Private Securities, LLC

34K
Shares

$0
0.25% of portfolio
Capital Directions Investment Advisors, LLC

28.7K
Shares

$0
0.27% of portfolio

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About ISHARES TR IBONDS DEC 2023 TER

Ticker IBML
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