Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 77,853 shares of IBMQ stock, worth $1.97 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
77,853
Previous 73,572 5.82%
Holding current value
$1.97 Million
Previous $1.89 Million 3.98%
% of portfolio
0.4%
Previous 0.46%

Shares

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

Jan 13, 2025
BUY
$25.06 - $25.59 $107,281 - $109,550
4,281 Added 5.82%
77,853 $1.96 Million
Q3 2024

Oct 04, 2024
BUY
$24.91 - $25.63 $97,298 - $100,110
3,906 Added 5.61%
73,572 $1.89 Million
Q2 2024

Jul 15, 2024
BUY
$24.81 - $25.19 $19,178 - $19,471
773 Added 1.12%
69,666 $1.74 Million
Q1 2024

Apr 26, 2024
BUY
$25.27 - $25.61 $1.74 Million - $1.76 Million
68,893 New
68,893 $1.74 Million

Others Institutions Holding IBMQ

# of Institutions
136
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
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