Capital Investment Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Capital Investment Advisors, LLC

  • $4.81 Billion
  • Q4 2024

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 49,129 shares of IBMQ stock, worth $1.24 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
49,129
Previous 38,861 26.42%
Holding current value
$1.24 Million
Previous $996,000 24.2%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$25.06 - $25.59 $257,316 - $262,758
10,268 Added 26.42%
49,129 $1.24 Million
Q3 2024

Oct 17, 2024
BUY
$24.91 - $25.63 $59,709 - $61,435
2,397 Added 6.57%
38,861 $996,000
Q2 2024

Jul 12, 2024
BUY
$24.81 - $25.19 $141,590 - $143,759
5,707 Added 18.56%
36,464 $912,000
Q1 2024

Apr 15, 2024
BUY
$25.27 - $25.61 $32,674 - $33,113
1,293 Added 4.39%
30,757 $777,000
Q4 2023

Jan 05, 2024
BUY
$24.26 - $25.61 $92,479 - $97,625
3,812 Added 14.86%
29,464 $753,000
Q3 2023

Oct 16, 2023
BUY
$24.41 - $25.28 $67,493 - $69,899
2,765 Added 12.08%
25,652 $626,000
Q2 2023

Jul 11, 2023
BUY
$24.9 - $25.77 $107,119 - $110,862
4,302 Added 23.15%
22,887 $575,000
Q1 2023

Apr 10, 2023
BUY
$24.96 - $25.8 $101,786 - $105,212
4,078 Added 28.11%
18,585 $475,000
Q4 2022

Jan 05, 2023
BUY
$24.12 - $25.25 $349,908 - $366,301
14,507 New
14,507 $364,000

Others Institutions Holding IBMQ

# of Institutions
140
Shares Held
15.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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