Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Quantum Financial Advisors, LLC

  • $486 Million
  • Q4 2024

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 96,441 shares of IBMN stock, worth $2.57 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
96,441
Previous 144,574 33.29%
Holding current value
$2.57 Million
Previous $3.85 Million 33.39%
% of portfolio
0.53%
Previous 0.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$26.55 - $26.67 $1.28 Million - $1.28 Million
-48,133 Reduced 33.29%
96,441 $2.57 Million
Q3 2024

Oct 04, 2024
BUY
$26.42 - $26.67 $71,492 - $72,169
2,706 Added 1.91%
144,574 $3.85 Million
Q2 2024

Jul 15, 2024
BUY
$26.34 - $26.49 $104,069 - $104,661
3,951 Added 2.86%
141,868 $3.76 Million
Q1 2024

Apr 26, 2024
BUY
$26.4 - $26.55 $3.64 Million - $3.66 Million
137,917 New
137,917 $3.65 Million

Others Institutions Holding IBMN

# of Institutions
167
Shares Held
18M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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