Cypress Wealth Services, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 14,427 shares of IBDT stock, worth $361,107. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,427
Previous 14,427 -0.0%
Holding current value
$361,107
Previous $357,000 3.08%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024
BUY
$23.63 - $25.1 $79,184 - $84,110
3,351 Added 30.25%
14,427 $361,000
Q2 2023

Jul 21, 2023
SELL
$24.43 - $25.1 $82,915 - $85,189
-3,394 Reduced 23.46%
11,076 $271,000
Q4 2022

Jan 18, 2023
SELL
$23.29 - $24.79 $30,486 - $32,450
-1,309 Reduced 8.3%
14,470 $0
Q2 2021

Jul 14, 2021
BUY
$28.3 - $28.9 $107,172 - $109,444
3,787 Added 31.58%
15,779 $456,000
Q1 2021

Apr 28, 2021
BUY
$28.18 - $29.55 $49,963 - $52,392
1,773 Added 17.35%
11,992 $340,000
Q4 2020

Jan 22, 2021
BUY
$28.93 - $29.6 $295,635 - $302,482
10,219 New
10,219 $302,000

Others Institutions Holding IBDT

# of Institutions
299
Shares Held
67M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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