Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Cfs Investment Advisory Services, LLC

$1.19 Billion
Q3 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 8,484 shares of IBDS stock, worth $202,852. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,484

Previous 8,558 0.86%

Holding current value

$202,852

Previous $203,000 1.97%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$23.63 - $24.42 $1,748 - $1,807	-74 Reduced 0.86%	8,484 $207,000
Q2 2024 Aug 13, 2024	SELL	$23.48 - $23.77 $151,704 - $153,577	-6,461 Reduced 43.02%	8,558 $203,000
Q1 2024 May 15, 2024	SELL	$23.67 - $24.03 $45,541 - $46,233	-1,924 Reduced 11.36%	15,019 $357,000
Q4 2023 Feb 13, 2024	SELL	$22.84 - $23.94 $85,741 - $89,870	-3,754 Reduced 18.14%	16,943 $405,000
Q3 2023 Nov 14, 2023	SELL	$23.07 - $23.6 $47,501 - $48,592	-2,059 Reduced 9.05%	20,697 $479,000
Q2 2023 Jul 21, 2023	SELL	$23.39 - $23.94 $63,807 - $65,308	-2,728 Reduced 10.7%	22,756 $534,000
Q1 2023 May 05, 2023	BUY	$23.15 - $24.01 $9,676 - $10,036	418 Added 1.67%	25,484 $607,000
Q4 2022 Feb 13, 2023	BUY	$22.55 - $23.67 $565,238 - $593,312	25,066 New	25,066 $586,000

Others Institutions Holding IBDS

# of Institutions

341

Shares Held

83.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History