Conrad Siegel Investment Advisors, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History

Conrad Siegel Investment Advisors, Inc.

$344 Million
Q2 2024

A detailed history of Conrad Siegel Investment Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Conrad Siegel Investment Advisors, Inc. holds 24,379 shares of IBTE stock, worth $585,096. This represents 0.17% of its overall portfolio holdings.

Number of Shares

24,379

Previous 28,852 15.5%

Holding current value

$585,096

Previous $690,000 15.36%

% of portfolio

0.17%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$23.85 - $23.98 $106,681 - $107,262	-4,473 Reduced 15.5%	24,379 $584,000
Q1 2024 Apr 10, 2024	BUY	$23.85 - $23.95 $447,497 - $449,373	18,763 Added 185.97%	28,852 $690,000
Q4 2023 Jan 12, 2024	BUY	$23.75 - $23.91 $3,372 - $3,395	142 Added 1.43%	10,089 $240,000
Q3 2023 Oct 19, 2023	BUY	$23.72 - $23.85 $18,999 - $19,103	801 Added 8.76%	9,947 $237,000
Q2 2023 Jul 27, 2023	SELL	$23.77 - $24.01 $123,532 - $124,779	-5,197 Reduced 36.23%	9,146 $217,000
Q1 2023 Apr 24, 2023	BUY	$23.67 - $24.08 $2,343 - $2,383	99 Added 0.7%	14,343 $344,000
Q4 2022 Jan 25, 2023	BUY	$23.73 - $23.95 $338,010 - $341,143	14,244 New	14,244 $0

Others Institutions Holding IBTE

# of Institutions

299

Shares Held

91.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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Conrad Siegel Investment Advisors, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History