Signature Wealth Management Group Ishares Tr Ibonds December 202 Transaction History

Signature Wealth Management Group

$243 Million
Q3 2024

A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Signature Wealth Management Group holds 58,608 shares of IBMO stock, worth $1.5 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

58,608

Previous 60,707 3.46%

Holding current value

$1.5 Million

Previous $1.54 Million 2.21%

% of portfolio

0.62%

Previous 0.69%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$25.26 - $25.66 $53,020 - $53,860	-2,099 Reduced 3.46%	58,608 $1.5 Million
Q2 2024 Jul 15, 2024	SELL	$25.16 - $25.33 $3,497 - $3,520	-139 Reduced 0.23%	60,707 $1.54 Million
Q1 2024 Apr 22, 2024	BUY	$25.35 - $25.52 $134,836 - $135,740	5,319 Added 9.58%	60,846 $1.54 Million
Q4 2023 Jan 09, 2024	SELL	$24.71 - $25.52 $24,240 - $25,035	-981 Reduced 1.74%	55,527 $1.42 Million
Q2 2023 Jul 10, 2023	BUY	$24.96 - $25.63 $47,948 - $49,235	1,921 Added 3.52%	56,508 $1.42 Million
Q1 2023 Apr 14, 2023	BUY	$24.99 - $25.64 $31,587 - $32,408	1,264 Added 2.37%	54,587 $1.39 Million
Q4 2022 Jan 10, 2023	BUY	$24.52 - $25.33 $302,625 - $312,622	12,342 Added 30.12%	53,323 $0
Q3 2022 Nov 02, 2022	BUY	$24.63 - $25.76 $488,018 - $510,408	19,814 Added 93.61%	40,981 $1.01 Million
Q2 2022 Jul 14, 2022	BUY	$24.88 - $25.49 $526,634 - $539,546	21,167 New	21,167 $536,000

Others Institutions Holding IBMO

# of Institutions

165

Shares Held

17.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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Signature Wealth Management Group Ishares Tr Ibonds December 202 Transaction History