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

Quantum Financial Advisors, LLC

  • $412 Million
  • Q3 2024

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 84,658 shares of IBDW stock, worth $1.74 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
84,658
Previous 76,258 11.02%
Holding current value
$1.74 Million
Previous $1.55 Million 16.1%
% of portfolio
0.44%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
149
Shares Held
39.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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