Capital Directions Investment Advisors, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 28,286 shares of IBMM stock, worth $736,850. This represents 0.27% of its overall portfolio holdings.

Number of Shares
28,286
Previous 0 Infinity%
Holding current value
$736,850
Previous $721,000 0.97%
% 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
$25.53 - $25.87 $722,141 - $731,758
28,286 New
28,286 $728,000
Q3 2022

Nov 02, 2022
SELL
$25.55 - $26.18 $722,707 - $740,527
-28,286 Closed
0 $721,000
Q1 2022

May 16, 2022
SELL
$25.96 - $26.83 $74,037 - $76,519
-2,852 Reduced 9.16%
28,286 $735,000
Q4 2021

Feb 22, 2022
SELL
$26.81 - $26.95 $80,161 - $80,580
-2,990 Reduced 8.76%
31,138 $835,000
Q2 2021

Aug 13, 2021
BUY
$26.95 - $27.11 $919,749 - $925,210
34,128 New
34,128 $921,000
Q1 2021

May 17, 2021
SELL
$26.92 - $27.14 $918,725 - $926,233
-34,128 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$26.98 - $27.12 $72,306 - $72,681
2,680 Added 8.52%
34,128 $925,000
Q3 2020

Nov 12, 2020
BUY
$26.96 - $27.23 $76,889 - $77,659
2,852 Added 9.97%
31,448 $852,000
Q2 2019

Aug 14, 2019
BUY
$25.83 - $26.27 $738,634 - $751,216
28,596 New
28,596 $751,000
Q1 2019

May 14, 2019
SELL
$25.45 - $25.96 $727,768 - $742,352
-28,596 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
$24.83 - $25.47 $710,038 - $728,340
28,596 New
28,596 $728,000

Others Institutions Holding IBMM

# of Institutions
167
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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