Forvis Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 53,341 shares of IBDQ stock, worth $1.34 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
53,341
Previous 51,744 3.09%
Holding current value
$1.34 Million
Previous $1.3 Million 2.93%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 03, 2025
BUY
$25.0 - $25.11 $39,925 - $40,100
1,597 Added 3.09%
53,341 $1.34 Million
Q3 2024

Nov 14, 2024
BUY
$24.78 - $25.11 $183,322 - $185,763
7,398 Added 16.68%
51,744 $1.3 Million
Q2 2024

Aug 09, 2024
BUY
$24.69 - $24.86 $249,689 - $251,409
10,113 Added 29.54%
44,346 $1.1 Million
Q3 2023

Oct 25, 2023
BUY
$24.29 - $24.48 $249,166 - $251,115
10,258 Added 42.79%
34,233 $834,000
Q4 2022

Feb 02, 2023
BUY
$23.87 - $24.49 $269,158 - $276,149
11,276 Added 88.79%
23,975 $583,000
Q1 2022

May 10, 2022
SELL
$25.16 - $26.41 $260,053 - $272,973
-10,336 Reduced 44.87%
12,699 $321,000
Q3 2020

Nov 05, 2020
BUY
$26.94 - $27.28 $49,461 - $50,086
1,836 Added 8.66%
23,035 $625,000
Q1 2020

Apr 10, 2020
SELL
$22.67 - $26.73 $85,012 - $100,237
-3,750 Reduced 15.03%
21,199 $529,000
Q3 2019

Oct 29, 2019
BUY
$25.42 - $26.02 $305,014 - $312,213
11,999 Added 92.66%
24,949 $646,000
Q2 2019

Jul 10, 2019
BUY
$24.71 - $25.61 $319,994 - $331,649
12,950 New
12,950 $332,000

Others Institutions Holding IBDQ

# of Institutions
419
Shares Held
94.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email