Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Quantum Financial Advisors, LLC

$486 Million
Q4 2024

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 100,626 shares of IBDT stock, worth $2.52 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

100,626

Previous 91,361 10.14%

Holding current value

$2.52 Million

Previous $2.33 Million 7.42%

% of portfolio

0.52%

Previous 0.57%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$24.82 - $25.48 $229,957 - $236,072	9,265 Added 10.14%	100,626 $2.51 Million
Q3 2024 Oct 04, 2024	BUY	$24.62 - $25.59 $175,269 - $182,175	7,119 Added 8.45%	91,361 $2.33 Million
Q2 2024 Jul 15, 2024	BUY	$24.4 - $24.86 $137,250 - $139,837	5,625 Added 7.15%	84,242 $2.09 Million
Q1 2024 Apr 26, 2024	BUY	$24.69 - $25.14 $1.94 Million - $1.98 Million	78,617 New	78,617 $1.96 Million

Others Institutions Holding IBDT

# of Institutions

319

Shares Held

70.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History