Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 50,748 shares of IBDT stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
50,748
Previous 47,788 6.19%
Holding current value
$1.29 Million
Previous $1.21 Million 6.67%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$25.24 - $25.56 $74,710 - $75,657
2,960 Added 6.19%
50,748 $1.3 Million
Q1 2025

May 13, 2025
BUY
$24.79 - $25.26 $231,786 - $236,181
9,350 Added 24.32%
47,788 $1.21 Million
Q3 2024

Nov 14, 2024
BUY
$24.62 - $25.59 $622,344 - $646,864
25,278 Added 192.08%
38,438 $981,000
Q2 2024

Aug 09, 2024
BUY
$24.4 - $24.86 $321,104 - $327,157
13,160 New
13,160 $325,000

Others Institutions Holding IBDT

# of Institutions
410
Shares Held
95.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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