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

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 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 28,935 shares of IBMQ stock, worth $731,476. This represents 0.07% of its overall portfolio holdings.

Number of Shares
28,935
Previous 31,298 7.55%
Holding current value
$731,476
Previous $802,000 9.1%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$25.06 - $25.59 $59,216 - $60,469
-2,363 Reduced 7.55%
28,935 $729,000
Q3 2024

Nov 12, 2024
SELL
$24.91 - $25.63 $52,684 - $54,207
-2,115 Reduced 6.33%
31,298 $802,000
Q2 2024

Aug 13, 2024
SELL
$24.81 - $25.19 $325,581 - $330,568
-13,123 Reduced 28.2%
33,413 $836,000
Q1 2024

May 15, 2024
BUY
$25.27 - $25.61 $30,627 - $31,039
1,212 Added 2.67%
46,536 $1.18 Million
Q4 2023

Feb 13, 2024
BUY
$24.26 - $25.61 $1.1 Million - $1.16 Million
45,324 New
45,324 $1.16 Million

Others Institutions Holding IBMQ

# of Institutions
136
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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