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

131

Shares Held

16.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.51M
Shares

$38.2 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

935K
Shares

$23.6 Million
0.06% of portfolio
Envestnet Asset Management Inc

842K
Shares

$21.3 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

791K
Shares

$20 Million
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

764K
Shares

$19.3 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMP
Sector ETFs
Industry ETFs

More about IBMP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Account