Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 9,799 shares of IBDT stock, worth $243,603. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,799
Previous 10,672 8.18%
Holding current value
$243,603
Previous $264,000 5.3%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$24.62 - $25.59 $21,493 - $22,340
-873 Reduced 8.18%
9,799 $250,000
Q2 2024

Aug 13, 2024
SELL
$24.4 - $24.86 $145,228 - $147,966
-5,952 Reduced 35.8%
10,672 $264,000
Q1 2024

May 15, 2024
BUY
$24.69 - $25.14 $50,910 - $51,838
2,062 Added 14.16%
16,624 $414,000
Q4 2023

Feb 13, 2024
BUY
$23.63 - $25.1 $344,100 - $365,506
14,562 New
14,562 $365,000

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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  • Ticker IBDT
  • Sector ETFs
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