A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 24,184 shares of IBDP stock, worth $608,227. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,184
Previous 24,184 -0.0%
Holding current value
$608,227
Previous $605,000 0.33%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023

SELL
$24.51 - $24.65 $61,275 - $61,625
-2,500 Reduced 9.37%
24,184 $595,000
Q1 2023

Apr 26, 2023

SELL
$24.39 - $24.64 $66,560 - $67,242
-2,729 Reduced 9.28%
26,684 $656,000
Q1 2022

May 10, 2022

SELL
$25.0 - $25.95 $697,125 - $723,615
-27,885 Reduced 48.67%
29,413 $738,000
Q4 2021

Jan 14, 2022

SELL
$25.89 - $26.28 $284,790 - $289,080
-11,000 Reduced 16.11%
57,298 $1.49 Million
Q3 2020

Nov 05, 2020

BUY
$26.33 - $26.57 $49,632 - $50,084
1,885 Added 2.84%
68,298 $1.81 Million
Q2 2020

Jul 15, 2020

SELL
$24.36 - $26.36 $127,281 - $137,731
-5,225 Reduced 7.29%
66,413 $1.75 Million
Q4 2019

Jan 13, 2020

BUY
$25.53 - $25.8 $69,671 - $70,408
2,729 Added 3.96%
71,638 $1.84 Million
Q3 2019

Oct 29, 2019

BUY
$25.42 - $25.69 $302,726 - $305,942
11,909 Added 20.89%
68,909 $1.77 Million
Q2 2019

Jul 10, 2019

BUY
N/A
57,000 New
57,000 $1.45 Million

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
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