Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Paradigm, Strategies In Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 70,302 shares of IBDS stock, worth $1.7 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

70,302

Previous 82,045 14.31%

Holding current value

$1.7 Million

Previous $2 Million 15.76%

% of portfolio

1.17%

Previous 1.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$23.88 - $24.32 $280,422 - $285,589	-11,743 Reduced 14.31%	70,302 $1.68 Million
Q3 2024 Oct 24, 2024	BUY	$23.63 - $24.42 $237,741 - $245,689	10,061 Added 13.98%	82,045 $2 Million
Q2 2024 Jul 30, 2024	BUY	$23.48 - $23.77 $29,021 - $29,379	1,236 Added 1.75%	71,984 $1.71 Million
Q1 2024 May 02, 2024	BUY	$23.67 - $24.03 $133,735 - $135,769	5,650 Added 8.68%	70,748 $1.68 Million
Q4 2023 Jan 26, 2024	BUY	$22.84 - $23.94 $312,154 - $327,187	13,667 Added 26.57%	65,098 $1.56 Million
Q3 2023 Oct 25, 2023	BUY	$23.07 - $23.6 $1.19 Million - $1.21 Million	51,431 New	51,431 $1.19 Million

Others Institutions Holding IBDS

# of Institutions

381

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History