Cary Street Partners Investment Advisory LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Cary Street Partners Investment Advisory LLC

  • $2.63 Billion
  • Q3 2024

A detailed history of Cary Street Partners Investment Advisory LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 28,907 shares of IBDU stock, worth $659,657. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,907
Previous 17,981 60.76%
Holding current value
$659,657
Previous $407,000 66.83%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$22.51 - $23.57 $245,944 - $257,525
10,926 Added 60.76%
28,907 $679,000
Q2 2024

Jul 22, 2024
BUY
$22.29 - $22.77 $175,221 - $178,994
7,861 Added 77.68%
17,981 $407,000
Q1 2024

Apr 30, 2024
BUY
$22.61 - $23.1 $228,813 - $233,772
10,120 New
10,120 $230,000
Q3 2023

Nov 13, 2023
BUY
$21.83 - $22.62 $24,427 - $25,311
1,119 New
1,119 $24,000

Others Institutions Holding IBDU

# of Institutions
234
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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