Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 53,531 shares of IBDS stock, worth $1.28 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
53,531
Previous 42,649 25.52%
Holding current value
$1.28 Million
Previous $1.02 Million 25.12%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$23.48 - $23.77 $255,509 - $258,665
10,882 Added 25.52%
53,531 $1.27 Million
Q1 2024

Apr 19, 2024
BUY
$23.67 - $24.03 $448,357 - $455,176
18,942 Added 79.9%
42,649 $1.02 Million
Q4 2023

Jan 11, 2024
BUY
$22.84 - $23.94 $1,142 - $1,197
50 Added 0.21%
23,707 $567,000
Q3 2023

Oct 25, 2023
BUY
$23.07 - $23.6 $250,955 - $256,720
10,878 Added 85.12%
23,657 $547,000
Q2 2023

Aug 08, 2023
BUY
$23.39 - $23.94 $818 - $837
35 Added 0.27%
12,779 $300,000
Q1 2023

Apr 26, 2023
BUY
$23.15 - $24.01 $532 - $552
23 Added 0.18%
12,744 $303,000
Q4 2022

Feb 02, 2023
BUY
$22.55 - $23.67 $25,053 - $26,297
1,111 Added 9.57%
12,721 $297,000
Q3 2022

Oct 13, 2022
SELL
$22.77 - $24.53 $57,926 - $62,404
-2,544 Reduced 17.97%
11,610 $267,000
Q2 2022

Jul 22, 2022
BUY
$23.33 - $24.86 $839 - $894
36 Added 0.25%
14,154 $338,000
Q1 2022

May 10, 2022
BUY
$24.73 - $26.48 $568 - $609
23 Added 0.16%
14,118 $352,000
Q4 2021

Jan 14, 2022
BUY
$26.38 - $27.03 $1,107 - $1,135
42 Added 0.3%
14,095 $374,000
Q3 2021

Oct 14, 2021
BUY
$26.98 - $27.28 $863 - $872
32 Added 0.23%
14,053 $379,000
Q2 2021

Jul 14, 2021
BUY
$26.65 - $27.15 $93,834 - $95,595
3,521 Added 33.53%
14,021 $379,000
Q1 2021

Apr 23, 2021
BUY
$26.64 - $27.56 $66,600 - $68,900
2,500 Added 31.25%
10,500 $281,000
Q2 2020

Jul 15, 2020
BUY
$24.26 - $27.02 $194,080 - $216,160
8,000 New
8,000 $216,000
Q1 2020

Apr 10, 2020
SELL
$22.37 - $26.87 $178,960 - $214,960
-8,000 Closed
0 $0
Q3 2019

Oct 29, 2019
BUY
$25.24 - $26.19 $201,920 - $209,520
8,000 New
8,000 $207,000

Others Institutions Holding IBDS

# of Institutions
336
Shares Held
82.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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