Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 38,438 shares of IBDT stock, worth $955,953. This represents 0.02% of its overall portfolio holdings.

Number of Shares
38,438
Previous 13,160 192.08%
Holding current value
$955,953
Previous $325,000 201.85%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$24.62 - $25.59 $622,344 - $646,864
25,278 Added 192.08%
38,438 $981,000
Q2 2024

Aug 09, 2024
BUY
$24.4 - $24.86 $321,104 - $327,157
13,160 New
13,160 $325,000

Others Institutions Holding IBDT

# of Institutions
302
Shares Held
67.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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