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

Cary Street Partners Investment Advisory LLC

$2.33 Billion
Q1 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	$22.42 - $23.0 $23,720 - $24,334	1,058 New	1,058 $24,000

Others Institutions Holding IBHD

# of Institutions

126

Shares Held

12.4M

Call Options Held

Put Options Held

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

1.29M
Shares

$29.8 Million
20.25% of portfolio
Arrow Financial Corp

967K
Shares

$22.4 Million
2.27% of portfolio
Bank Of America Corp Charlotte, NC

926K
Shares

$21.4 Million
0.0% of portfolio
Ae Wealth Management LLC

626K
Shares

$14.5 Million
0.18% of portfolio
Baltimore Washington Financial Advisors, Inc.

621K
Shares

$14.4 Million
0.92% of portfolio

View Full List

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