Cfs Investment Advisory Services, LLC Ishares Tr Ibonds December 202 Transaction History

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q3 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 24,791 shares of IBMO stock, worth $634,897. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,791
Previous 25,536 2.92%
Holding current value
$634,897
Previous $654,000 2.75%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$25.58 - $25.72 $19,057 - $19,161
-745 Reduced 2.92%
24,791 $636,000
Q2 2025

Aug 11, 2025
SELL
$25.32 - $25.63 $3,873 - $3,921
-153 Reduced 0.6%
25,536 $654,000
Q1 2025

May 12, 2025
SELL
$25.45 - $25.6 $117,044 - $117,734
-4,599 Reduced 15.18%
25,689 $657,000
Q4 2024

Jan 21, 2025
SELL
$25.4 - $25.62 $69,977 - $70,583
-2,755 Reduced 8.34%
30,288 $771,000
Q3 2024

Nov 12, 2024
SELL
$25.26 - $25.66 $28,973 - $29,432
-1,147 Reduced 3.35%
33,043 $848,000
Q2 2024

Aug 13, 2024
SELL
$25.16 - $25.33 $319,431 - $321,589
-12,696 Reduced 27.08%
34,190 $866,000
Q1 2024

May 15, 2024
BUY
$25.35 - $25.52 $836 - $842
33 Added 0.07%
46,886 $1.19 Million
Q4 2023

Feb 13, 2024
SELL
$24.71 - $25.52 $106,944 - $110,450
-4,328 Reduced 8.46%
46,853 $1.2 Million
Q3 2023

Nov 14, 2023
SELL
$24.76 - $25.26 $188,497 - $192,304
-7,613 Reduced 12.95%
51,181 $1.27 Million
Q2 2023

Jul 21, 2023
SELL
$24.96 - $25.63 $192,591 - $197,761
-7,716 Reduced 11.6%
58,794 $1.48 Million
Q1 2023

May 05, 2023
BUY
$24.99 - $25.64 $338,714 - $347,524
13,554 Added 25.59%
66,510 $1.7 Million
Q4 2022

Feb 13, 2023
SELL
$24.52 - $25.33 $102,959 - $106,360
-4,199 Reduced 7.35%
52,956 $1.34 Million
Q3 2022

Nov 02, 2022
SELL
$24.63 - $25.76 $33.3 Million - $34.8 Million
-1,350,573 Reduced 95.94%
57,155 $1.41 Million
Q3 2022

Oct 31, 2022
BUY
$24.63 - $25.76 $33.2 Million - $34.8 Million
1,349,767 Added 2328.75%
1,407,728 $57,000
Q2 2022

Aug 16, 2022
SELL
$24.88 - $25.49 $33.7 Million - $34.6 Million
-1,355,888 Reduced 95.9%
57,961 $1.47 Million
Q1 2022

May 27, 2022
BUY
$25.42 - $26.86 $34.6 Million - $36.5 Million
1,359,807 Added 2516.2%
1,413,849 $55,000
Q4 2021

Feb 14, 2022
BUY
$26.8 - $26.92 $1.45 Million - $1.45 Million
54,042 New
54,042 $1.41 Million

Others Institutions Holding IBMO

# of Institutions
201
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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  • Ticker IBMO
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