A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 75,013 shares of IBDV stock, worth $1.67 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
75,013
Previous 72,082 4.07%
Holding current value
$1.67 Million
Previous $1.54 Million 3.37%
% of portfolio
0.39%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Quantum Financial Advisors, LLC Portfolio

Follow Quantum Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.