A detailed history of Cary Street Partners Investment Advisory LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 8,529 shares of IBMM stock, worth $222,265. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,529
Previous 8,571 0.49%
Holding current value
$222,265
Previous $223,000 0.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024

SELL
$25.97 - $26.11 $1,090 - $1,096
-42 Reduced 0.49%
8,529 $222,000
Q2 2024

Jul 22, 2024

BUY
$25.91 - $26.05 $5,441 - $5,470
210 Added 2.51%
8,571 $223,000
Q4 2023

Feb 07, 2024

BUY
$25.65 - $25.93 $214,459 - $216,800
8,361 New
8,361 $216,000
Q3 2023

Nov 13, 2023

BUY
$25.67 - $25.78 $204,615 - $205,492
7,971 New
7,971 $204,000
Q3 2021

Nov 15, 2021

SELL
$26.94 - $27.08 $25,889 - $26,023
-961 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$26.92 - $27.14 $25,870 - $26,081
961 New
961 $26,000

Others Institutions Holding IBMM

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBMM
  • Sector ETFs
  • Industry ETFs
More about IBMM
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.