A detailed history of Capital Investment Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 42,961 shares of IBMO stock, worth $1.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
42,961
Previous 37,210 15.46%
Holding current value
$1.1 Million
Previous $943,000 15.27%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$25.16 - $25.33 $144,695 - $145,672
5,751 Added 15.46%
42,961 $1.09 Million
Q1 2024

Apr 15, 2024

BUY
$25.35 - $25.52 $12,142 - $12,224
479 Added 1.3%
37,210 $943,000
Q4 2023

Jan 05, 2024

BUY
$24.71 - $25.52 $96,541 - $99,706
3,907 Added 11.9%
36,731 $937,000
Q3 2023

Oct 16, 2023

BUY
$24.76 - $25.26 $77,028 - $78,583
3,111 Added 10.47%
32,824 $814,000
Q2 2023

Jul 11, 2023

BUY
$24.96 - $25.63 $82,742 - $84,963
3,315 Added 12.56%
29,713 $748,000
Q1 2023

Apr 10, 2023

BUY
$24.99 - $25.64 $102,034 - $104,688
4,083 Added 18.3%
26,398 $673,000
Q4 2022

Jan 05, 2023

BUY
$24.52 - $25.33 $267,341 - $276,172
10,903 Added 95.54%
22,315 $563,000
Q3 2022

Oct 05, 2022

BUY
$24.63 - $25.76 $1,551 - $1,622
63 Added 0.56%
11,412 $281,000
Q2 2022

Jul 06, 2022

BUY
$24.88 - $25.49 $18,610 - $19,066
748 Added 7.06%
11,349 $288,000
Q1 2022

Apr 13, 2022

BUY
$25.42 - $26.86 $269,477 - $284,742
10,601 New
10,601 $270,000

Others Institutions Holding IBMO

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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