Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 16,939 shares of IBTI stock, worth $377,400. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,939
Previous 13,027 30.03%
Holding current value
$377,400
Previous $285,000 32.28%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$21.77 - $22.25 $85,164 - $87,042
3,912 Added 30.03%
16,939 $377,000
Q4 2024

Jan 21, 2025
BUY
$21.81 - $22.48 $4,471 - $4,608
205 Added 1.6%
13,027 $285,000
Q3 2024

Nov 12, 2024
BUY
$21.7 - $22.6 $25,389 - $26,442
1,170 Added 10.04%
12,822 $289,000
Q2 2024

Aug 13, 2024
SELL
$21.51 - $21.88 $258 - $262
-12 Reduced 0.1%
11,652 $254,000
Q1 2024

May 15, 2024
SELL
$21.79 - $22.29 $76,352 - $78,104
-3,504 Reduced 23.1%
11,664 $256,000
Q4 2023

Feb 13, 2024
BUY
$21.24 - $22.25 $322,168 - $337,488
15,168 New
15,168 $337,000

Others Institutions Holding IBTI

# of Institutions
195
Shares Held
37.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
  • Ticker IBTI
  • Sector ETFs
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