Strategic Financial Partners, Ltd. Ishares Core 10+ Year Usd Bond Transaction History

Strategic Financial Partners, Ltd.

$195 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2024	SELL	$51.07 - $54.42 $213,012 - $226,985	-4,171 Closed	0 $0
Q4 2022 Jul 10, 2024	SELL	$46.91 - $54.59 $8,021 - $9,334	-171 Reduced 3.94%	4,171 $212,000
Q1 2022 Jul 10, 2024	SELL	$62.53 - $70.85 $1.15 Million - $1.31 Million	-18,420 Reduced 80.92%	4,342 $278,000
Q4 2021 Jul 09, 2024	SELL	$70.38 - $74.03 $917,403 - $964,981	-13,035 Reduced 36.41%	22,762 $1.64 Million
Q3 2021 Jul 09, 2024	BUY	$71.58 - $74.49 $101,858 - $105,999	1,423 Added 4.14%	35,797 $2.56 Million
Q2 2021 Jul 09, 2024	BUY	$68.54 - $72.58 $61,891 - $65,539	903 Added 2.7%	34,374 $2.48 Million
Q1 2021 Jul 09, 2024	BUY	$67.52 - $76.0 $180,751 - $203,452	2,677 Added 8.69%	33,471 $2.29 Million
Q4 2020 Jul 09, 2024	BUY	$74.0 - $77.04 $2.28 Million - $2.37 Million	30,794 New	30,794 $2.35 Million

Others Institutions Holding ILTB

# of Institutions

94

Shares Held

7.98M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$69.6 Million
0.01% of portfolio
Ae Wealth Management LLC

933K
Shares

$47.2 Million
0.51% of portfolio
International Assets Investment Management, LLC Orlando, FL

793K
Shares

$40.1 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

781K
Shares

$39.5 Million
0.01% of portfolio
Schroder Investment Management Group London, X0

567K
Shares

$28.7 Million
0.03% of portfolio

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