Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 13,324 shares of IBDS stock, worth $322,440. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,324
Previous 15,532 14.22%
Holding current value
$322,440
Previous $372,000 13.44%
% of portfolio
0.12%
Previous 0.13%

Shares

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

May 08, 2025
SELL
$23.9 - $24.18 $52,771 - $53,389
-2,208 Reduced 14.22%
13,324 $322,000
Q4 2024

Feb 12, 2025
BUY
$23.88 - $24.32 $5,420 - $5,520
227 Added 1.48%
15,532 $372,000
Q3 2024

Nov 14, 2024
BUY
$23.63 - $24.42 $3,946 - $4,078
167 Added 1.1%
15,305 $372,000
Q2 2024

Aug 09, 2024
BUY
$23.48 - $23.77 $3,850 - $3,898
164 Added 1.1%
15,138 $359,000
Q1 2024

Apr 30, 2024
BUY
$23.67 - $24.03 $354,434 - $359,825
14,974 New
14,974 $356,000

Others Institutions Holding IBDS

# of Institutions
399
Shares Held
104M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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