Quantum Financial Advisors, LLC Ishares Tr Transaction History

Quantum Financial Advisors, LLC

$665 Million
Q4 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 161,308 shares of IBDV stock, worth $3.55 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

161,308

Previous 133,964 20.41%

Holding current value

$3.55 Million

Previous $2.97 Million 19.75%

% of portfolio

0.53%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$22.03 - $22.24 $602,388 - $608,130	27,344 Added 20.41%	161,308 $3.55 Million
Q3 2025 Oct 07, 2025	BUY	$21.75 - $22.22 $501,359 - $512,193	23,051 Added 20.78%	133,964 $2.97 Million
Q2 2025 Jul 11, 2025	BUY	$21.28 - $21.98 $122,870 - $126,912	5,774 Added 5.49%	110,913 $2.44 Million
Q1 2025 Apr 08, 2025	BUY	$21.11 - $21.73 $260,476 - $268,126	12,339 Added 13.3%	105,139 $2.28 Million
Q4 2024 Jan 13, 2025	BUY	$21.24 - $22.15 $138,336 - $144,262	6,513 Added 7.55%	92,800 $1.98 Million

Q3 2024 Oct 04, 2024	BUY	$21.11 - $22.24 $237,994 - $250,733	11,274 Added 15.03%	86,287 $1.91 Million
Q2 2024 Jul 15, 2024	BUY	$20.82 - $21.38 $61,023 - $62,664	2,931 Added 4.07%	75,013 $1.59 Million
Q1 2024 Apr 26, 2024	BUY	$21.16 - $21.68 $1.53 Million - $1.56 Million	72,082 New	72,082 $1.54 Million

Others Institutions Holding IBDV

# of Institutions

296

Shares Held

85.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Quantum Financial Advisors, LLC Ishares Tr Transaction History