Vista Private Wealth Partners. LLC Ishares Ibonds Dec 2022 Term M Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Dec 22, 2020	SELL	$26.38 - $26.56 $642,801 - $647,187	-24,367 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$25.61 - $26.52 $2,279 - $2,360	89 Added 0.37%	24,367 $644,000
Q1 2020 Apr 16, 2020	SELL	$24.77 - $26.49 $29,699 - $31,761	-1,199 Reduced 4.71%	24,278 $627,000
Q4 2019 Jan 08, 2020	BUY	$26.11 - $26.21 $3,263 - $3,276	125 Added 0.49%	25,477 $667,000
Q3 2019 Oct 16, 2019	BUY	$26.05 - $26.33 $755 - $763	29 Added 0.11%	25,352 $662,000
Q2 2019 Aug 27, 2019	BUY	$25.82 - $26.13 $49,109 - $49,699	1,902 Added 8.12%	25,323 $666,000
Q1 2019 Apr 18, 2019	BUY	$25.61 - $25.94 $20,513 - $20,777	801 Added 3.54%	23,421 $606,000
Q4 2018 Feb 14, 2019	SELL	$25.21 - $25.63 $52,159 - $53,028	-2,069 Reduced 8.38%	22,620 $583,000
Q3 2018 Nov 15, 2018	BUY	$25.36 - $25.63 $62,284 - $62,947	2,456 Added 11.05%	24,689 $625,000
Q1 2018 May 15, 2018	SELL	$25.45 - $25.76 $56,448 - $57,135	-2,218 Reduced 9.07%	22,233 $565,000
Q4 2017 Feb 26, 2018	BUY	$25.58 - $26.09 $112,807 - $115,056	4,410 Added 22.0%	24,451 $624,000
Q3 2017 Dec 05, 2017	BUY	$26.07 - $26.17 $522,468 - $524,472	20,041	20,041 $521,000

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

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