A detailed history of Delta Wealth Advisors LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 47,032 shares of IBHE stock, worth $1.09 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
47,032
Previous 47,252 0.47%
Holding current value
$1.09 Million
Previous $1.1 Billion 0.4%
% of portfolio
0.92%
Previous 1.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 10, 2025

SELL
$22.98 - $23.27 $5,055 - $5,119
-220 Reduced 0.47%
47,032 $1.09 Billion
Q1 2025

Oct 10, 2025

BUY
$23.16 - $23.32 $176,108 - $177,325
7,604 Added 19.18%
47,252 $1.1 Billion
Q4 2024

Oct 10, 2025

BUY
$23.08 - $23.28 $915,075 - $923,005
39,648 New
39,648 $920 Million
Q3 2024

Oct 10, 2025

SELL
$23.03 - $23.3 $1.15 Million - $1.16 Million
-49,810 Closed
0 $0
Q2 2024

Oct 10, 2025

BUY
$23.19 - $23.37 $30,541 - $30,778
1,317 Added 2.72%
49,810 $1.16 Billion
Q1 2024

Oct 10, 2025

BUY
$23.04 - $23.43 $1.12 Million - $1.14 Million
48,493 New
48,493 $1.13 Billion

Others Institutions Holding IBHE

About ISHARES IBONDS 2025 TERM HIGH


  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
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