Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 72,990 shares of IBDS stock, worth $1.77 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
72,990
Previous 80,382 9.2%
Holding current value
$1.77 Million
Previous $1.95 Million 8.92%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$24.14 - $24.34 $178,442 - $179,921
-7,392 Reduced 9.2%
72,990 $1.78 Million
Q2 2025

Jul 29, 2025
BUY
$23.96 - $24.27 $320,297 - $324,441
13,368 Added 19.95%
80,382 $1.95 Million
Q1 2025

May 13, 2025
BUY
$23.9 - $24.18 $345,187 - $349,231
14,443 Added 27.47%
67,014 $1.62 Million
Q4 2024

Feb 03, 2025
BUY
$23.88 - $24.32 $24,835 - $25,292
1,040 Added 2.02%
52,571 $1.26 Million
Q3 2024

Nov 14, 2024
SELL
$23.63 - $24.42 $47,260 - $48,840
-2,000 Reduced 3.74%
51,531 $1.26 Million
Q2 2024

Aug 09, 2024
BUY
$23.48 - $23.77 $255,509 - $258,665
10,882 Added 25.52%
53,531 $1.27 Million
Q1 2024

Apr 19, 2024
BUY
$23.67 - $24.03 $448,357 - $455,176
18,942 Added 79.9%
42,649 $1.02 Million
Q4 2023

Jan 11, 2024
BUY
$22.84 - $23.94 $1,142 - $1,197
50 Added 0.21%
23,707 $567,000
Q3 2023

Oct 25, 2023
BUY
$23.07 - $23.6 $250,955 - $256,720
10,878 Added 85.12%
23,657 $547,000
Q2 2023

Aug 08, 2023
BUY
$23.39 - $23.94 $818 - $837
35 Added 0.27%
12,779 $300,000
Q1 2023

Apr 26, 2023
BUY
$23.15 - $24.01 $532 - $552
23 Added 0.18%
12,744 $303,000
Q4 2022

Feb 02, 2023
BUY
$22.55 - $23.67 $25,053 - $26,297
1,111 Added 9.57%
12,721 $297,000
Q3 2022

Oct 13, 2022
SELL
$22.77 - $24.53 $57,926 - $62,404
-2,544 Reduced 17.97%
11,610 $267,000
Q2 2022

Jul 22, 2022
BUY
$23.33 - $24.86 $839 - $894
36 Added 0.25%
14,154 $338,000
Q1 2022

May 10, 2022
BUY
$24.73 - $26.48 $568 - $609
23 Added 0.16%
14,118 $352,000
Q4 2021

Jan 14, 2022
BUY
$26.38 - $27.03 $1,107 - $1,135
42 Added 0.3%
14,095 $374,000
Q3 2021

Oct 14, 2021
BUY
$26.98 - $27.28 $863 - $872
32 Added 0.23%
14,053 $379,000
Q2 2021

Jul 14, 2021
BUY
$26.65 - $27.15 $93,834 - $95,595
3,521 Added 33.53%
14,021 $379,000
Q1 2021

Apr 23, 2021
BUY
$26.64 - $27.56 $66,600 - $68,900
2,500 Added 31.25%
10,500 $281,000
Q2 2020

Jul 15, 2020
BUY
$24.26 - $27.02 $194,080 - $216,160
8,000 New
8,000 $216,000
Q1 2020

Apr 10, 2020
SELL
$22.37 - $26.87 $178,960 - $214,960
-8,000 Closed
0 $0
Q3 2019

Oct 29, 2019
BUY
$25.24 - $26.19 $201,920 - $209,520
8,000 New
8,000 $207,000

Others Institutions Holding IBDS

# of Institutions
433
Shares Held
110M
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
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