Cary Street Partners Investment Advisory LLC Ishares Ibonds 2024 Term High Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$22.91 - $23.24 $81,857 - $83,036	3,573 Added 103.36%	7,030 $163,000
Q2 2023 Aug 10, 2023	BUY	$22.78 - $23.08 $1,959 - $1,984	86 Added 2.55%	3,457 $79,000
Q1 2023 May 12, 2023	BUY	$22.73 - $23.23 $52,574 - $53,730	2,313 Added 218.62%	3,371 $77,000
Q4 2022 Feb 14, 2023	BUY	$22.19 - $23.0 $23,477 - $24,334	1,058 New	1,058 $24,000

Others Institutions Holding IBHD

# of Institutions

111

Shares Held

7.84M

Call Options Held

Put Options Held

Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.29M
Shares

$29.9 Million
18.83% of portfolio
Lpl Financial LLC Fort Mill, SC

485K
Shares

$11.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

464K
Shares

$10.8 Million
0.0% of portfolio
Asset Dedication, LLC

327K
Shares

$7.58 Million
0.52% of portfolio

View Full List

About ISHARES IBONDS 2024 TERM HIGH

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