Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2026 Ter Transaction History

Valley Forge Investment Consultants Inc Adv

  • $280 Million
  • Q1 2025

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 13,248 shares of IBDR stock, worth $314,640. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,248
Previous 15,458 14.3%
Holding current value
$314,640
Previous $367,000 14.44%
% of portfolio
0.11%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
N/A
-2,210 Reduced 14.3%
13,248 $314,000
Q4 2024

Feb 12, 2025
BUY
N/A
217 Added 1.42%
15,458 $367,000
Q3 2024

Nov 14, 2024
BUY
$23.75 - $23.75 $3,800 - $3,800
160 Added 1.06%
15,241 $361,000
Q2 2024

Aug 09, 2024
BUY
$23.65 - $23.82 $3,665 - $3,692
155 Added 1.04%
15,081 $359,000
Q1 2024

Apr 30, 2024
BUY
$23.76 - $23.98 $354,641 - $357,925
14,926 New
14,926 $355,000

Others Institutions Holding IBDR

# of Institutions
430
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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