Northern Oak Wealth Management Inc Ishares Ibonds Dec 2022 Term M Transaction History

Northern Oak Wealth Management Inc

$857 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$26.36 - $26.45 $174,239 - $174,834	-6,610 Reduced 87.61%	935 $25,000
Q3 2020 Nov 16, 2020	SELL	$26.38 - $26.56 $39,570 - $39,840	-1,500 Reduced 16.58%	7,545 $200,000
Q2 2020 Aug 17, 2020	BUY	$25.61 - $26.52 $21,256 - $22,011	830 Added 10.1%	9,045 $239,000
Q4 2019 Jan 27, 2020	BUY	$26.11 - $26.21 $5,352 - $5,373	205 Added 2.56%	8,215 $214,000
Q2 2019 Jul 30, 2019	SELL	$25.82 - $26.13 $3,614 - $3,658	-140 Reduced 1.72%	8,010 $0
Q1 2019 Apr 24, 2019	BUY	$25.61 - $25.94 $7,683 - $7,782	300 Added 3.82%	8,150 $0
Q2 2018 Aug 13, 2018	BUY	$25.26 - $25.56 $15,156 - $15,336	600 Added 8.28%	7,850 $0
Q4 2017 Feb 16, 2018	BUY	$25.58 - $26.09 $185,455 - $189,152	7,250	7,250 $0

Others Institutions Holding IBMK

# of Institutions

5

Shares Held

119K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2022 TERM M

Ticker IBMK
Sector ETFs
Industry ETFs

More about IBMK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.