Quantum Financial Advisors, LLC Ishares Tr Transaction History

Quantum Financial Advisors, LLC

  • $412 Million
  • Q3 2024

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 86,287 shares of IBDV stock, worth $1.84 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
86,287
Previous 75,013 15.03%
Holding current value
$1.84 Million
Previous $1.59 Million 19.95%
% of portfolio
0.46%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$21.11 - $22.24 $237,994 - $250,733
11,274 Added 15.03%
86,287 $1.91 Million
Q2 2024

Jul 15, 2024
BUY
$20.82 - $21.38 $61,023 - $62,664
2,931 Added 4.07%
75,013 $1.59 Million
Q1 2024

Apr 26, 2024
BUY
$21.16 - $21.68 $1.53 Million - $1.56 Million
72,082 New
72,082 $1.54 Million

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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