Quantum Financial Advisors, LLC Ishares Tr Transaction History

Quantum Financial Advisors, LLC

  • $465 Million
  • Q2 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 110,913 shares of IBDV stock, worth $2.43 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
110,913
Previous 105,139 5.49%
Holding current value
$2.43 Million
Previous $2.28 Million 6.7%
% of portfolio
0.52%
Previous 0.55%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$21.28 - $21.98 $122,870 - $126,912
5,774 Added 5.49%
110,913 $2.44 Million
Q1 2025

Apr 08, 2025
BUY
$21.11 - $21.73 $260,476 - $268,126
12,339 Added 13.3%
105,139 $2.28 Million
Q4 2024

Jan 13, 2025
BUY
$21.24 - $22.15 $138,336 - $144,262
6,513 Added 7.55%
92,800 $1.98 Million
Q3 2024

Oct 04, 2024
BUY
$21.11 - $22.24 $237,994 - $250,733
11,274 Added 15.03%
86,287 $1.91 Million
Q2 2024

Jul 15, 2024
BUY
$20.82 - $21.38 $61,023 - $62,664
2,931 Added 4.07%
75,013 $1.59 Million
Q1 2024

Apr 26, 2024
BUY
$21.16 - $21.68 $1.53 Million - $1.56 Million
72,082 New
72,082 $1.54 Million

Others Institutions Holding IBDV

# of Institutions
265
Shares Held
76.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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