Forvis Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 44,346 shares of IBDQ stock, worth $1.11 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

44,346

Previous 34,233 29.54%

Holding current value

$1.11 Million

Previous $849,000 29.8%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$24.69 - $24.86 $249,689 - $251,409	10,113 Added 29.54%	44,346 $1.1 Million
Q3 2023 Oct 25, 2023	BUY	$24.29 - $24.48 $249,166 - $251,115	10,258 Added 42.79%	34,233 $834,000
Q4 2022 Feb 02, 2023	BUY	$23.87 - $24.49 $269,158 - $276,149	11,276 Added 88.79%	23,975 $583,000
Q1 2022 May 10, 2022	SELL	$25.16 - $26.41 $260,053 - $272,973	-10,336 Reduced 44.87%	12,699 $321,000
Q3 2020 Nov 05, 2020	BUY	$26.94 - $27.28 $49,461 - $50,086	1,836 Added 8.66%	23,035 $625,000
Q1 2020 Apr 10, 2020	SELL	$22.67 - $26.73 $85,012 - $100,237	-3,750 Reduced 15.03%	21,199 $529,000
Q3 2019 Oct 29, 2019	BUY	$25.42 - $26.02 $305,014 - $312,213	11,999 Added 92.66%	24,949 $646,000
Q2 2019 Jul 10, 2019	BUY	$24.71 - $25.61 $319,994 - $331,649	12,950 New	12,950 $332,000

Others Institutions Holding IBDQ

# of Institutions

381

Shares Held

79.5M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

Ticker IBDQ
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Forvis Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History