A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 21,731 shares of IBTE stock, worth $518,718. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,731
Previous 28,098 22.66%
Holding current value
$518,718
Previous $673,000 22.59%
% of portfolio
0.07%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$23.88 - $24.01 $152,043 - $152,871
-6,367 Reduced 22.66%
21,731 $521,000
Q1 2024

Apr 17, 2024

BUY
$23.85 - $23.95 $109,590 - $110,050
4,595 Added 19.55%
28,098 $672,000
Q4 2023

Jan 23, 2024

BUY
$23.75 - $23.91 $558,196 - $561,956
23,503 New
23,503 $560,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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