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

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 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 47,788 shares of IBDT stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
47,788
Previous 38,438 24.32%
Holding current value
$1.21 Million
Previous $957,000 26.12%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
362
Shares Held
89.4M
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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