A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Ci Private Wealth, LLC holds 317,404 shares of IBMQ stock, worth $8.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
317,404
Previous 329,765 3.75%
Holding current value
$8.06 Million
Previous $8.25 Million 1.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$24.91 - $25.63 $307,912 - $316,812
-12,361 Reduced 3.75%
317,404 $8.14 Million
Q2 2024

Aug 13, 2024

SELL
$24.81 - $25.19 $428,741 - $435,308
-17,281 Reduced 4.98%
329,765 $8.25 Million
Q1 2024

May 09, 2024

BUY
$25.27 - $25.61 $8.77 Million - $8.89 Million
347,046 New
347,046 $8.77 Million
Q3 2023

Nov 03, 2023

BUY
$24.41 - $25.28 $1.17 Million - $1.21 Million
47,782 Added 17.07%
327,620 $8 Million
Q2 2023

Aug 10, 2023

BUY
$24.9 - $25.77 $6.97 Million - $7.21 Million
279,838 New
279,838 $7.04 Million

Others Institutions Holding IBMQ

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.