Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Quantum Financial Advisors, LLC

  • $416 Million
  • Q1 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 132,436 shares of IBDS stock, worth $3.2 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
132,436
Previous 115,475 14.69%
Holding current value
$3.2 Million
Previous $2.77 Million 15.69%
% of portfolio
0.77%
Previous 0.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$23.9 - $24.18 $405,367 - $410,116
16,961 Added 14.69%
132,436 $3.2 Million
Q4 2024

Jan 13, 2025
BUY
$23.88 - $24.32 $226,716 - $230,894
9,494 Added 8.96%
115,475 $2.77 Million
Q3 2024

Oct 04, 2024
BUY
$23.63 - $24.42 $152,886 - $157,997
6,470 Added 6.5%
105,981 $2.58 Million
Q2 2024

Jul 15, 2024
BUY
$23.48 - $23.77 $206,858 - $209,413
8,810 Added 9.71%
99,511 $2.36 Million
Q1 2024

Apr 26, 2024
BUY
$23.67 - $24.03 $2.15 Million - $2.18 Million
90,701 New
90,701 $2.16 Million

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
104M
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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