A detailed history of Inter Ocean Capital Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Inter Ocean Capital Group, LLC holds 31,071 shares of IBDS stock, worth $750,053. This represents 0.02% of its overall portfolio holdings.

Number of Shares
31,071
Previous 26,753 16.14%
Holding current value
$750,053
Previous $640,000 15.47%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$23.67 - $24.03 $102,207 - $103,761
4,318 Added 16.14%
31,071 $739,000
Q4 2023

Feb 09, 2024

BUY
$22.84 - $23.94 $48,923 - $51,279
2,142 Added 8.7%
26,753 $640,000
Q3 2023

Nov 14, 2023

BUY
$23.07 - $23.6 $180,245 - $184,386
7,813 Added 46.51%
24,611 $569,000
Q2 2023

Aug 14, 2023

BUY
$23.39 - $23.94 $100,998 - $103,372
4,318 Added 34.6%
16,798 $394,000
Q1 2023

May 12, 2023

BUY
$23.15 - $24.01 $288,912 - $299,644
12,480 New
12,480 $297,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Inter Ocean Capital Group, LLC Portfolio

Follow Inter Ocean Capital Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inter Ocean Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inter Ocean Capital Group, LLC with notifications on news.