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

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 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 51,744 shares of IBDQ stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
51,744
Previous 44,346 16.68%
Holding current value
$1.3 Million
Previous $1.1 Million 17.79%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$24.78 - $25.11 $183,322 - $185,763
7,398 Added 16.68%
51,744 $1.3 Million
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
396
Shares Held
82.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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