Cabot Wealth Management Inc Ishares U.S. Fixed Income Bala Transaction History

Cabot Wealth Management Inc

  • $780 Million
  • Q1 2025

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 05, 2020
SELL
$101.09 - $102.67 $215,220 - $218,584
-2,129 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$96.79 - $101.79 $17,422 - $18,322
-180 Reduced 7.8%
2,129 $215,000
Q1 2020

Apr 23, 2020
SELL
$90.89 - $102.94 $13,269 - $15,029
-146 Reduced 5.95%
2,309 $225,000
Q4 2019

Feb 12, 2020
SELL
$101.07 - $102.0 $28,299 - $28,560
-280 Reduced 10.24%
2,455 $250,000
Q3 2019

Oct 31, 2019
SELL
$100.58 - $101.63 $2,514 - $2,540
-25 Reduced 0.91%
2,735 $277,000
Q2 2019

Aug 06, 2019
SELL
$98.89 - $101.22 $16,217 - $16,600
-164 Reduced 5.61%
2,760 $279,000
Q1 2019

May 13, 2019
SELL
$95.6 - $99.44 $11,950 - $12,430
-125 Reduced 4.1%
2,924 $291,000
Q4 2018

Feb 12, 2019
SELL
$94.77 - $97.0 $215,033 - $220,093
-2,269 Reduced 42.67%
3,049 $292,000
Q3 2018

Oct 30, 2018
BUY
$96.63 - $97.79 $4,831 - $4,889
50 Added 0.95%
5,318 $516,000
Q2 2018

Aug 09, 2018
SELL
$96.65 - $97.95 $62,049 - $62,883
-642 Reduced 10.86%
5,268 $511,000
Q1 2018

May 11, 2018
BUY
$97.52 - $100.13 $576,343 - $591,768
5,910 New
5,910 $578,000

Others Institutions Holding FIBR

# of Institutions
20
Shares Held
336K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. FIXED INCOME BALA

FIBR Quotes by TradingView
  • Ticker FIBR
  • Sector ETFs
  • Industry ETFs
More about FIBR
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