Cary Street Partners Investment Advisory LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$24.7 - $24.83 $1.07 Million - $1.08 Million	43,320 Added 732.13%	49,237 $1.22 Million
Q2 2023 Aug 10, 2023	SELL	$24.71 - $24.81 $16,333 - $16,399	-661 Reduced 10.05%	5,917 $146,000
Q1 2023 May 12, 2023	BUY	$24.67 - $24.81 $162,279 - $163,200	6,578 New	6,578 $163,000

Others Institutions Holding IBTD

# of Institutions

Shares Held

477K

Call Options Held

Put Options Held

Laurel Wealth Advisors, Inc. Solana Beach, CA

132K
Shares

$0
0.32% of portfolio
Eaton Vance Management Boston, MA

119K
Shares

$0
0.0% of portfolio
Leo Brokerage, LLC

102K
Shares

$0
0.29% of portfolio
American Portfolios Advisors Holbrook, NY

41.9K
Shares

$0
0.04% of portfolio
Quantitative Advantage, LLC Minnetonka, MN

36.6K
Shares

$0
0.13% of portfolio

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About ISHARES TR IBONDS DEC 2023 TER

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