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

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q2 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 12,219 shares of IBTH stock, worth $277,126. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,219
Previous 12,219 -0.0%
Holding current value
$277,126
Previous $271,000 0.37%
% of portfolio
0.02%
Previous 0.05%

Shares

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

May 15, 2024
SELL
$22.05 - $22.46 $75,874 - $77,284
-3,441 Reduced 21.97%
12,219 $271,000
Q4 2023

Feb 13, 2024
SELL
$21.61 - $22.41 $37,709 - $39,105
-1,745 Reduced 10.03%
15,660 $351,000
Q3 2023

Nov 14, 2023
BUY
$21.77 - $22.29 $36,769 - $37,647
1,689 Added 10.75%
17,405 $380,000
Q2 2023

Jul 21, 2023
SELL
$22.15 - $22.9 $78,854 - $81,524
-3,560 Reduced 18.47%
15,716 $348,000
Q1 2023

May 05, 2023
BUY
$21.92 - $22.83 $169,682 - $176,727
7,741 Added 67.11%
19,276 $437,000
Q4 2022

Feb 13, 2023
BUY
$21.81 - $22.62 $251,578 - $260,921
11,535 New
11,535 $257,000

Others Institutions Holding IBTH

# of Institutions
175
Shares Held
28.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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