Great Valley Advisor Group, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History

Great Valley Advisor Group, Inc.

$4.47 Billion
Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 10,696 shares of IBDR stock, worth $254,030. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,696

Previous 9,983 7.14%

Holding current value

$254,030

Previous $237,000 7.17%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	N/A	713 Added 7.14%	10,696 $254,000
Q2 2025 Aug 14, 2025	SELL	N/A	-1,340 Reduced 11.83%	9,983 $237,000
Q1 2025 May 08, 2025	SELL	N/A	-3,808 Reduced 25.17%	11,323 $268,000
Q4 2024 Feb 24, 2025	BUY	N/A	15,131 New	15,131 $359,000
Q2 2023 Aug 10, 2023	BUY	$23.42 - $23.83 $2,412 - $2,454	103 Added 0.33%	31,257 $733,000

Q1 2023 May 02, 2023	SELL	$23.14 - $23.86 $53,152 - $54,806	-2,297 Reduced 6.87%	31,154 $739,000
Q4 2022 Jan 31, 2023	BUY	$22.9 - $23.61 $89,081 - $91,842	3,890 Added 13.16%	33,451 $781,000
Q3 2022 Oct 21, 2022	BUY	$23.21 - $24.34 $36,393 - $38,165	1,568 Added 5.6%	29,561 $683,000
Q2 2022 Jul 19, 2022	BUY	$23.33 - $24.57 $653,076 - $687,788	27,993 New	27,993 $666,000

Others Institutions Holding IBDR

# of Institutions

464

Shares Held

107M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History