Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 06, 2022	SELL	$25.38 - $27.0 $150,706 - $160,326	-5,938 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$26.86 - $27.05 $107,601 - $108,362	4,006 Added 207.35%	5,938 $161,000
Q1 2021 May 12, 2021	BUY	$26.83 - $27.45 $51,835 - $53,033	1,932 New	1,932 $52,000

Others Institutions Holding IBMP

# of Institutions

142

Shares Held

17.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.62M
Shares

$40.7 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

958K
Shares

$24.1 Million
0.05% of portfolio
Envestnet Asset Management Inc

878K
Shares

$22.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

836K
Shares

$21 Million
0.0% of portfolio
Clearstead Advisors, LLC Cleveland, OH

811K
Shares

$20.4 Million
0.33% of portfolio

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMP
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