Valley Forge Investment Consultants Inc Adv Ishares Ibonds Dec 2024 Term C Transaction History

Valley Forge Investment Consultants Inc Adv

$290 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$25.04 - $25.21 $4,081 - $4,109	163 Added 1.14%	14,513 $365,000
Q2 2024 Aug 09, 2024	BUY	$24.98 - $25.13 $3,622 - $3,643	145 Added 1.02%	14,350 $360,000
Q1 2024 Apr 30, 2024	BUY	$24.89 - $25.05 $353,562 - $355,835	14,205 New	14,205 $355,000

Others Institutions Holding IBDP

# of Institutions

Shares Held

6.18M

Call Options Held

Put Options Held

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.53M
Shares

$38.4 Million
0.05% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

922K
Shares

$23.2 Million
0.57% of portfolio
Raymond James & Associates St Petersburg, FL

503K
Shares

$12.7 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

370K
Shares

$9.3 Million
0.02% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

365K
Shares

$9.18 Million
0.16% of portfolio

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About ISHARES IBONDS DEC 2024 TERM C

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