Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Quantum Financial Advisors, LLC

$523 Million
Q3 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 109,638 shares of IBDW stock, worth $2.34 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

109,638

Previous 96,774 13.29%

Holding current value

$2.34 Million

Previous $2.04 Million 14.24%

% of portfolio

0.44%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$20.77 - $21.32 $267,185 - $274,260	12,864 Added 13.29%	109,638 $2.33 Million
Q2 2025 Jul 11, 2025	BUY	$20.23 - $21.04 $80,879 - $84,117	3,998 Added 4.31%	96,774 $2.04 Million
Q1 2025 Apr 08, 2025	BUY	$20.1 - $20.8 $130,810 - $135,366	6,508 Added 7.54%	92,776 $1.92 Million
Q4 2024 Jan 13, 2025	BUY	$20.28 - $21.2 $32,650 - $34,132	1,610 Added 1.9%	86,268 $1.76 Million
Q3 2024 Oct 04, 2024	BUY	$20.12 - $21.28 $169,008 - $178,752	8,400 Added 11.02%	84,658 $1.8 Million
Q2 2024 Jul 15, 2024	BUY	$19.84 - $20.44 $60,392 - $62,219	3,044 Added 4.16%	76,258 $1.55 Million
Q1 2024 Apr 26, 2024	BUY	$20.24 - $20.75 $1.48 Million - $1.52 Million	73,214 New	73,214 $1.5 Million

Others Institutions Holding IBDW

# of Institutions

237

Shares Held

69.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History