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

Quantum Financial Advisors, LLC

  • $410 Million
  • Q2 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 76,258 shares of IBDW stock, worth $1.62 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
76,258
Previous 73,214 4.16%
Holding current value
$1.62 Million
Previous $1.5 Million 3.13%
% of portfolio
0.38%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
142
Shares Held
36.4M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email