Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 10,459 shares of IBTE stock, worth $249,656. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,459

Previous 8,794 18.93%

Holding current value

$249,656

Previous $211,000 18.96%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$23.88 - $24.01 $39,760 - $39,976	1,665 Added 18.93%	10,459 $251,000
Q2 2024 Aug 13, 2024	SELL	$23.85 - $23.98 $524 - $527	-22 Reduced 0.25%	8,794 $211,000
Q1 2024 May 15, 2024	SELL	$23.85 - $23.95 $183,406 - $184,175	-7,690 Reduced 46.59%	8,816 $211,000
Q4 2023 Feb 13, 2024	SELL	$23.75 - $23.91 $40,137 - $40,407	-1,690 Reduced 9.29%	16,506 $394,000
Q3 2023 Nov 14, 2023	BUY	$23.72 - $23.85 $36,884 - $37,086	1,555 Added 9.34%	18,196 $434,000
Q2 2023 Jul 21, 2023	SELL	$23.77 - $24.01 $39,030 - $39,424	-1,642 Reduced 8.98%	16,641 $396,000
Q1 2023 May 05, 2023	BUY	$23.67 - $24.08 $172,080 - $175,061	7,270 Added 66.01%	18,283 $439,000
Q4 2022 Feb 13, 2023	BUY	$23.73 - $23.95 $261,338 - $263,761	11,013 New	11,013 $263,000

Others Institutions Holding IBTE

# of Institutions

295

Shares Held

61.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History