Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2024 Ter 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 Dec 2024 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 8,816 shares of IBTE stock, worth $210,526. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,816
Previous 16,506 46.59%
Holding current value
$210,526
Previous $394,000 46.45%
% of portfolio
0.04%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
297
Shares Held
92M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBTE Quotes by TradingView
  • Ticker IBTE
  • Sector ETFs
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