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 31,298 shares of IBMQ stock, worth $786,518. This represents 0.07% of its overall portfolio holdings.

Number of Shares

31,298

Previous 33,413 6.33%

Holding current value

$786,518

Previous $836,000 4.07%

% of portfolio

0.07%

Previous 0.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

128

Shares Held

13.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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