Comprehensive Financial Consultants Institutional, Inc. Ishares Tr Ibonds Dec 2027 Ter 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	$24.73 - $26.48 $90,264 - $96,652	-3,650 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$26.38 - $27.03 $96,287 - $98,659	3,650 New	3,650 $93,000

Others Institutions Holding IBDS

# of Institutions

341

Shares Held

83.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.29M
Shares

$174 Million
0.01% of portfolio
Shufro Rose & CO LLC

5.45M
Shares

$130 Million
10.47% of portfolio
Capital Advisors Inc

3.5M
Shares

$83.7 Million
1.76% of portfolio
Morgan Stanley New York, NY

3.29M
Shares

$78.7 Million
0.01% of portfolio
Aptus Capital Advisors, LLC

3.12M
Shares

$74.7 Million
1.21% of portfolio

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About ISHARES TR IBONDS DEC 2027 TER

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