A detailed history of James Investment Research Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, James Investment Research Inc holds 14,800 shares of IBMQ stock, worth $373,700. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,800
Previous 11,000 34.55%
Holding current value
$373,700
Previous $281,000 32.38%
% of portfolio
0.05%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$25.06 - $25.59 $95,228 - $97,242
3,800 Added 34.55%
14,800 $372,000
Q1 2024

May 01, 2024

BUY
$25.27 - $25.61 $25,270 - $25,610
1,000 Added 10.0%
11,000 $277,000
Q4 2023

Feb 06, 2024

BUY
$24.26 - $25.61 $242,600 - $256,100
10,000 New
10,000 $255,000

Others Institutions Holding IBMQ

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
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