A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 132,106 shares of IBMO stock, worth $3.37 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
132,106
Previous 130,734 1.05%
Holding current value
$3.37 Million
Previous $3.35 Million 0.27%
% of portfolio
0.69%
Previous 0.81%

Shares

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

Jan 13, 2025

BUY
$25.4 - $25.62 $34,848 - $35,150
1,372 Added 1.05%
132,106 $3.36 Million
Q3 2024

Oct 04, 2024

BUY
$25.26 - $25.66 $82,322 - $83,625
3,259 Added 2.56%
130,734 $3.35 Million
Q2 2024

Jul 15, 2024

BUY
$25.16 - $25.33 $26,090 - $26,267
1,037 Added 0.82%
127,475 $3.23 Million
Q1 2024

Apr 26, 2024

BUY
$25.35 - $25.52 $3.21 Million - $3.23 Million
126,438 New
126,438 $3.21 Million

Others Institutions Holding IBMO

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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