Cfs Investment Advisory Services, LLC Ishares Tr Ibonds December 202 Transaction History

Cfs Investment Advisory Services, LLC

  • $595 Million
  • Q1 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 46,886 shares of IBMO stock, worth $1.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
46,886
Previous 46,853 0.07%
Holding current value
$1.18 Million
Previous $1.2 Million 0.5%
% of portfolio
0.2%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$25.35 - $25.52 $836 - $842
33 Added 0.07%
46,886 $1.19 Million
Q4 2023

Feb 13, 2024
SELL
$24.71 - $25.52 $106,944 - $110,450
-4,328 Reduced 8.46%
46,853 $1.2 Million
Q3 2023

Nov 14, 2023
SELL
$24.76 - $25.26 $188,497 - $192,304
-7,613 Reduced 12.95%
51,181 $1.27 Million
Q2 2023

Jul 21, 2023
SELL
$24.96 - $25.63 $192,591 - $197,761
-7,716 Reduced 11.6%
58,794 $1.48 Million
Q1 2023

May 05, 2023
BUY
$24.99 - $25.64 $338,714 - $347,524
13,554 Added 25.59%
66,510 $1.7 Million
Q4 2022

Feb 13, 2023
SELL
$24.64 - $25.33 $103,463 - $106,360
-4,199 Reduced 7.35%
52,956 $1.34 Million
Q3 2022

Nov 02, 2022
SELL
$24.8 - $25.76 $33.5 Million - $34.8 Million
-1,350,573 Reduced 95.94%
57,155 $1.41 Million
Q3 2022

Oct 31, 2022
BUY
$24.8 - $25.76 $33.5 Million - $34.8 Million
1,349,767 Added 2328.75%
1,407,728 $57,000
Q2 2022

Aug 16, 2022
SELL
$24.88 - $25.49 $33.7 Million - $34.6 Million
-1,355,888 Reduced 95.9%
57,961 $1.47 Million
Q1 2022

May 27, 2022
BUY
$25.42 - $26.86 $34.6 Million - $36.5 Million
1,359,807 Added 2516.2%
1,413,849 $55,000
Q4 2021

Feb 14, 2022
BUY
$26.8 - $26.92 $1.45 Million - $1.45 Million
54,042 New
54,042 $1.41 Million

Others Institutions Holding IBMO

# of Institutions
162
Shares Held
16.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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  • Ticker IBMO
  • Sector ETFs
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