Cfs Investment Advisory Services, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 12,822 shares of IBTI stock, worth $279,776. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,822
Previous 11,652 10.04%
Holding current value
$279,776
Previous $254,000 13.78%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
147
Shares Held
23.2M
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
  • Industry ETFs
More about IBTI
Track This Portfolio

Track Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email