A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Ae Wealth Management LLC holds 22,585 shares of IBHG stock, worth $505,903. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,585
Previous 9,630 134.53%
Holding current value
$505,903
Previous $212,000 140.57%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$21.89 - $22.6 $283,584 - $292,783
12,955 Added 134.53%
22,585 $510,000
Q2 2024

Aug 12, 2024

BUY
$21.73 - $22.12 $209,259 - $213,015
9,630 New
9,630 $212,000

Others Institutions Holding IBHG

About ISHARES TR IBONDS 2027 TERM HI


  • Ticker IBHG
More about IBHG
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.