Carmel Capital Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Carmel Capital Partners, LLC

$234 Million
Q4 2024

A detailed history of Carmel Capital Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 222,608 shares of IBTI stock, worth $4.92 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

222,608

Previous 162,850 36.7%

Holding current value

$4.92 Million

Previous $3.67 Million 33.02%

% of portfolio

2.08%

Previous 1.48%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$21.81 - $22.48 $1.3 Million - $1.34 Million	59,758 Added 36.7%	222,608 $4.88 Million
Q3 2024 Nov 01, 2024	BUY	$21.7 - $22.6 $417,182 - $434,485	19,225 Added 13.39%	162,850 $3.67 Million
Q2 2024 Jul 31, 2024	BUY	$21.51 - $21.88 $352,613 - $358,678	16,393 Added 12.88%	143,625 $3.14 Million
Q1 2024 Apr 25, 2024	BUY	$21.79 - $22.29 $2.77 Million - $2.84 Million	127,232 New	127,232 $2.79 Million

Others Institutions Holding IBTI

# of Institutions

172

Shares Held

33M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
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Carmel Capital Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History