Comprehensive Financial Consultants Institutional, Inc. Ishares Ibonds Dec 2023 Term C Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$25.22 - $25.66 $128,067 - $130,301	-5,078 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$25.66 - $25.97 $130,301 - $131,875	5,078 New	5,078 $129,000

Others Institutions Holding IBDO

# of Institutions

Shares Held

760K

Call Options Held

Put Options Held

Leo Brokerage, LLC

253K
Shares

$0
0.73% of portfolio
Cribstone Capital Management, LLC Augusta, ME

167K
Shares

$0
2.47% of portfolio
Security Asset Management

49.3K
Shares

$0
0.73% of portfolio
Bergan Kdv Wealth Management, LLC

48.3K
Shares

$0
0.12% of portfolio
American Portfolios Advisors Holbrook, NY

44.9K
Shares

$0
0.05% of portfolio

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About ISHARES IBONDS DEC 2023 TERM C

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