Colton Groome Financial Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Colton Groome Financial Advisors, LLC

$249 Million
Q1 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 8,420 shares of IBMM stock, worth $219,509. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,420

Previous 11,665 27.82%

Holding current value

$219,509

Previous $302,000 27.81%

% of portfolio

0.09%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$25.9 - $25.98 $84,045 - $84,305	-3,245 Reduced 27.82%	8,420 $218,000
Q3 2023 Oct 23, 2023	SELL	$25.67 - $25.78 $34,911 - $35,060	-1,360 Reduced 10.44%	11,665 $299,000
Q2 2023 Jul 27, 2023	SELL	$25.61 - $25.89 $36,494 - $36,893	-1,425 Reduced 9.86%	13,025 $335,000
Q1 2023 Apr 17, 2023	BUY	$25.61 - $25.94 $100,007 - $101,295	3,905 Added 37.03%	14,450 $373,000
Q4 2022 Jan 25, 2023	BUY	$25.53 - $25.87 $29,997 - $30,397	1,175 Added 12.54%	10,545 $0

Q3 2022 Oct 20, 2022	SELL	$25.55 - $26.18 $4,982 - $5,105	-195 Reduced 2.04%	9,370 $239,000
Q2 2022 Jul 26, 2022	BUY	$25.67 - $26.04 $245,533 - $249,072	9,565 New	9,565 $249,000

Others Institutions Holding IBMM

# of Institutions

168

Shares Held

16.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2024 TER

Ticker IBMM
Sector ETFs
Industry ETFs

More about IBMM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.

Account

Colton Groome Financial Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History