Cary Street Partners Investment Advisory LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 9,595 shares of IBMO stock, worth $244,864. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,595
Previous 9,638 0.45%
Holding current value
$244,864
Previous $244,000 0.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
SELL
$25.26 - $25.66 $1,086 - $1,103
-43 Reduced 0.45%
9,595 $246,000
Q2 2024

Jul 22, 2024
BUY
$25.16 - $25.33 $242,492 - $244,130
9,638 New
9,638 $244,000
Q3 2023

Nov 13, 2023
BUY
$24.76 - $25.26 $8,170 - $8,335
330 New
330 $8,000

Others Institutions Holding IBMO

# of Institutions
165
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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