Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 97,702 shares of IBDR stock, worth $2.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

97,702

Previous 90,841 7.55%

Holding current value

$2.32 Million

Previous $2.16 Million 7.26%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$23.75 - $23.75 $162,948 - $162,948	6,861 Added 7.55%	97,702 $2.32 Million
Q2 2024 Aug 09, 2024	BUY	$23.65 - $23.82 $78,825 - $79,392	3,333 Added 3.81%	90,841 $2.16 Million
Q1 2024 Apr 19, 2024	SELL	$23.76 - $23.98 $118,847 - $119,947	-5,002 Reduced 5.41%	87,508 $2.09 Million
Q4 2023 Jan 11, 2024	BUY	$23.15 - $23.9 $1,226 - $1,266	53 Added 0.06%	92,510 $2.21 Million
Q3 2023 Oct 25, 2023	BUY	$23.28 - $23.6 $858,007 - $869,801	36,856 Added 66.29%	92,457 $2.16 Million
Q2 2023 Aug 08, 2023	SELL	$23.42 - $23.83 $92,860 - $94,485	-3,965 Reduced 6.66%	55,601 $1.3 Million
Q1 2023 Apr 26, 2023	SELL	$23.14 - $23.86 $45,770 - $47,195	-1,978 Reduced 3.21%	59,566 $1.41 Million
Q4 2022 Feb 02, 2023	SELL	$22.9 - $23.61 $113,606 - $117,129	-4,961 Reduced 7.46%	61,544 $1.44 Million
Q3 2022 Oct 13, 2022	SELL	$23.21 - $24.34 $95,625 - $100,280	-4,120 Reduced 5.83%	66,505 $1.54 Million
Q2 2022 Jul 22, 2022	SELL	$23.33 - $24.57 $3,592 - $3,783	-154 Reduced 0.22%	70,625 $1.68 Million
Q1 2022 May 10, 2022	BUY	$24.49 - $26.0 $367 - $390	15 Added 0.02%	70,779 $1.75 Million
Q4 2021 Jan 14, 2022	BUY	$25.98 - $26.52 $675 - $689	26 Added 0.04%	70,764 $1.85 Million
Q3 2021 Oct 14, 2021	SELL	$26.47 - $26.76 $49,393 - $49,934	-1,866 Reduced 2.57%	70,738 $1.88 Million
Q2 2021 Jul 14, 2021	BUY	$26.28 - $26.69 $578 - $587	22 Added 0.03%	72,604 $1.93 Million
Q1 2021 Apr 23, 2021	BUY	$26.27 - $27.07 $394 - $406	15 Added 0.02%	72,582 $1.91 Million
Q4 2020 Jan 22, 2021	BUY	$26.72 - $27.1 $855 - $867	32 Added 0.04%	72,567 $1.97 Million
Q3 2020 Nov 05, 2020	BUY	$26.64 - $27.04 $666 - $676	25 Added 0.03%	72,535 $1.95 Million
Q2 2020 Jul 15, 2020	BUY	$24.19 - $26.75 $95,405 - $105,502	3,944 Added 5.75%	72,510 $1.94 Million
Q1 2020 Apr 10, 2020	SELL	$22.21 - $26.46 $138,634 - $165,163	-6,242 Reduced 8.34%	68,566 $1.68 Million
Q3 2019 Oct 29, 2019	BUY	$24.85 - $25.68 $1.86 Million - $1.92 Million	74,808 New	74,808 $1.91 Million

Others Institutions Holding IBDR

# of Institutions

373

Shares Held

89.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History