Concourse Financial Group Securities, Inc. Ishares Tr Ibonds 2029 Term Hi Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

15 transactions

Quarter	Operation	Price Per share
Q2 2025 Aug 12, 2025	BUY	$22.15 - $23.69 $0 - $0
Q1 2025 May 14, 2025	BUY	$23.15 - $23.78 $0 - $0
Q4 2024 Feb 13, 2025	BUY	$23.22 - $23.84 $0 - $0
Q3 2024 Oct 10, 2024	BUY	$22.97 - $23.99 $0 - $0
Q2 2024 Jul 23, 2024	BUY	$22.65 - $23.22 $0 - $0
Q1 2024 Apr 30, 2024	BUY	$22.87 - $23.37 $0 - $0
Q4 2023 Feb 07, 2024	BUY	$21.16 - $23.27 $0 - $0
Q3 2023 Oct 30, 2023	BUY	$21.7 - $22.43 $0 - $0
Q3 2023 Oct 25, 2023	BUY	$21.7 - $22.43 $0 - $0
Q2 2023 Aug 10, 2023	BUY	$21.78 - $22.49 $0 - $0
Q1 2023 May 15, 2023	BUY	$21.6 - $22.97 $0 - $0
Q4 2022 Jan 30, 2023	BUY	$21.06 - $22.49 $0 - $0
Q3 2022 Nov 15, 2022	BUY	$21.13 - $23.7 $0 - $0
Q2 2022 Aug 09, 2022	BUY	$21.91 - $25.13 $0 - $0
Q1 2022 May 09, 2022	BUY	$24.4 - $25.18 $0 - $0

Others Institutions Holding IBHI

# of Institutions

Shares Held

4.41M

Call Options Held

Put Options Held

Lbmc Investment Advisors, LLC

944K
Shares

$22.3 Million
1.47% of portfolio
Morgan Stanley New York, NY

431K
Shares

$10.2 Million
0.0% of portfolio
Keeler T Homas Management LLC

392K
Shares

$9.26 Million
4.2% of portfolio
Commonwealth Financial Services, LLC Parkersburg, WV

314K
Shares

$7.41 Million
1.28% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$7.25 Million
0.01% of portfolio

View Full List

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