Quantum Financial Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Quantum Financial Advisors, LLC

  • $665 Million
  • Q4 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 208,864 shares of IBMO stock, worth $5.35 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
208,864
Previous 198,861 5.03%
Holding current value
$5.35 Million
Previous $5.1 Million 4.84%
% of portfolio
0.8%
Previous 0.98%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$25.52 - $25.62 $255,276 - $256,276
10,003 Added 5.03%
208,864 $5.35 Million
Q3 2025

Oct 07, 2025
BUY
$25.58 - $25.72 $1.08 Million - $1.09 Million
42,381 Added 27.08%
198,861 $5.1 Million
Q2 2025

Jul 11, 2025
BUY
$25.32 - $25.63 $107,407 - $108,722
4,242 Added 2.79%
156,480 $4.01 Million
Q1 2025

Apr 08, 2025
BUY
$25.45 - $25.6 $512,359 - $515,379
20,132 Added 15.24%
152,238 $3.89 Million
Q4 2024

Jan 13, 2025
BUY
$25.4 - $25.62 $34,848 - $35,150
1,372 Added 1.05%
132,106 $3.36 Million
Q3 2024

Oct 04, 2024
BUY
$25.26 - $25.66 $82,322 - $83,625
3,259 Added 2.56%
130,734 $3.35 Million
Q2 2024

Jul 15, 2024
BUY
$25.16 - $25.33 $26,090 - $26,267
1,037 Added 0.82%
127,475 $3.23 Million
Q1 2024

Apr 26, 2024
BUY
$25.35 - $25.52 $3.21 Million - $3.23 Million
126,438 New
126,438 $3.21 Million

Others Institutions Holding IBMO

# of Institutions
201
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
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