Capital Directions Investment Advisors, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Ishares Tr Ibonds Dec 2023 Ter stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 28,681 shares of IBML stock, worth $0. This represents 0.27% of its overall portfolio holdings.

Number of Shares
28,681
Previous 0 Infinity%
Holding current value
$0
Previous $724,000 0.41%
% of portfolio
0.27%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
BUY
$25.26 - $25.42 $724,482 - $729,071
28,681 New
28,681 $727,000
Q3 2022

Nov 02, 2022
SELL
$25.25 - $25.56 $724,195 - $733,086
-28,681 Closed
0 $724,000
Q1 2022

May 16, 2022
SELL
$25.45 - $25.93 $74,670 - $76,078
-2,934 Reduced 9.28%
28,681 $731,000
Q4 2021

Feb 22, 2022
SELL
$25.91 - $26.02 $78,170 - $78,502
-3,017 Reduced 8.71%
31,615 $819,000
Q2 2021

Aug 13, 2021
BUY
$26.07 - $26.2 $902,856 - $907,358
34,632 New
34,632 $904,000
Q1 2021

May 17, 2021
SELL
$26.1 - $26.25 $903,895 - $909,090
-34,632 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$26.17 - $26.37 $76,782 - $77,369
2,934 Added 9.26%
34,632 $910,000
Q1 2020

May 11, 2020
BUY
$24.02 - $26.26 $66,775 - $73,002
2,780 Added 9.61%
31,698 $813,000
Q2 2019

Aug 14, 2019
BUY
$25.34 - $25.73 $732,782 - $744,060
28,918 New
28,918 $744,000
Q1 2019

May 14, 2019
SELL
$25.08 - $25.5 $725,263 - $737,409
-28,918 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
$24.6 - $25.11 $711,382 - $726,130
28,918 New
28,918 $726,000

Others Institutions Holding IBML

# of Institutions
12
Shares Held
491K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2023 TER

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  • Ticker IBML
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