Crumly & Associates Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Crumly & Associates Inc.

$323 Million
Q4 2024

A detailed history of Crumly & Associates Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Crumly & Associates Inc. holds 54,661 shares of IBMQ stock, worth $1.38 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

54,661

Previous 57,051 4.19%

Holding current value

$1.38 Million

Previous $1.46 Million 5.88%

% of portfolio

0.43%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$25.06 - $25.59 $59,893 - $61,160	-2,390 Reduced 4.19%	54,661 $1.38 Million
Q3 2024 Nov 01, 2024	SELL	$24.91 - $25.63 $534,070 - $549,507	-21,440 Reduced 27.32%	57,051 $1.46 Million
Q2 2024 Aug 02, 2024	SELL	$24.81 - $25.19 $4.01 Million - $4.07 Million	-161,700 Reduced 67.32%	78,491 $1.96 Million
Q1 2024 May 01, 2024	SELL	$25.27 - $25.61 $1.69 Million - $1.71 Million	-66,949 Reduced 21.8%	240,191 $6.07 Million
Q4 2023 Jan 29, 2024	BUY	$24.26 - $25.61 $525,859 - $555,122	21,676 Added 7.59%	307,140 $7.86 Million
Q4 2023 Jan 29, 2024	BUY	$24.26 - $25.61 $6.93 Million - $7.31 Million	285,464 New	285,464 $7.31 Million

Others Institutions Holding IBMQ

# of Institutions

139

Shares Held

14.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Crumly & Associates Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History