Cary Street Partners Investment Advisory LLC Ishares Tr Ibonds Dec 2027 Ter 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 Dec 2027 Ter stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 44,212 shares of IBTH stock, worth $983,274. This represents 0.04% of its overall portfolio holdings.

Number of Shares
44,212
Previous 22,060 100.42%
Holding current value
$983,274
Previous $487,000 105.34%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Oct 30, 2024
BUY
$21.96 - $22.69 $486,457 - $502,628
22,152 Added 100.42%
44,212 $1 Million
Q2 2024

Jul 22, 2024
BUY
$21.83 - $22.09 $204,285 - $206,718
9,358 Added 73.67%
22,060 $487,000
Q1 2024

Apr 30, 2024
BUY
$22.05 - $22.46 $280,079 - $285,286
12,702 New
12,702 $281,000
Q3 2023

Nov 13, 2023
BUY
$21.77 - $22.29 $3,831 - $3,923
176 New
176 $3,000

Others Institutions Holding IBTH

# of Institutions
199
Shares Held
32.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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