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

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q4 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 14,001 shares of IBTH stock, worth $311,242. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,001

Previous 14,001 -0.0%

Holding current value

$311,242

Previous $317,000 1.89%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$21.96 - $22.69 $39,132 - $40,433	1,782 Added 14.58%	14,001 $317,000
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

205

Shares Held

33.6M

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