Cary Street Partners Investment Advisory LLC Ishares Ibonds 2025 Term High Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$22.69 - $23.07 $105,803 - $107,575	4,663 Added 192.77%	7,082 $162,000
Q2 2023 Aug 10, 2023	BUY	$22.61 - $23.0 $1,967 - $2,001	87 Added 3.73%	2,419 $55,000
Q1 2023 May 12, 2023	BUY	$22.48 - $23.06 $52,423 - $53,775	2,332 New	2,332 $53,000

Others Institutions Holding IBHE

# of Institutions

114

Shares Held

13.7M

Call Options Held

Put Options Held

Arrow Financial Corp

1.44M
Shares

$33.4 Million
3.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

907K
Shares

$21.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

804K
Shares

$18.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

765K
Shares

$17.8 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

708K
Shares

$16.5 Million
0.01% of portfolio

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