Capital Directions Investment Advisors, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 26,855 shares of IBMN stock, worth $711,120. This represents 0.26% of its overall portfolio holdings.

Number of Shares
26,855
Previous 0 Infinity%
Holding current value
$711,120
Previous $696,000 1.72%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Feb 01, 2023
BUY
$25.94 - $26.5 $696,618 - $711,657
26,855 New
26,855 $708,000
Q3 2022

Nov 02, 2022
SELL
$26.01 - $26.92 $698,498 - $722,936
-26,855 Closed
0 $696,000
Q1 2022

May 16, 2022
SELL
$26.58 - $27.86 $73,387 - $76,921
-2,761 Reduced 9.32%
26,855 $716,000
Q4 2021

Feb 22, 2022
BUY
$27.84 - $27.95 $325,616 - $326,903
11,696 Added 65.27%
29,616 $825,000
Q2 2021

Aug 13, 2021
BUY
$27.92 - $28.12 $500,326 - $503,910
17,920 New
17,920 $502,000
Q1 2021

May 17, 2021
SELL
$27.83 - $28.23 $498,713 - $505,881
-17,920 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$27.99 - $28.2 $72,382 - $72,925
2,586 Added 16.86%
17,920 $505,000
Q3 2020

Nov 12, 2020
BUY
$27.86 - $28.21 $76,921 - $77,887
2,761 Added 21.96%
15,334 $431,000
Q2 2019

Aug 14, 2019
BUY
$26.38 - $26.91 $331,675 - $338,339
12,573 New
12,573 $338,000
Q1 2019

May 14, 2019
SELL
$25.85 - $26.54 $325,012 - $333,687
-12,573 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
$25.18 - $25.86 $316,588 - $325,137
12,573 New
12,573 $325,000

Others Institutions Holding IBMN

# of Institutions
159
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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