Ae Wealth Management LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

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 9,630 shares of IBHG stock, worth $214,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,630

Holding current value

$214,652

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

Shares Held

3.25M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

366K
Shares

$8.17 Million
0.01% of portfolio
Lbmc Investment Advisors, LLC

347K
Shares

$7.74 Million
0.62% of portfolio
Commonwealth Financial Services, LLC Parkersburg, WV

340K
Shares

$7.58 Million
1.51% of portfolio
High Tower Advisors, LLC Chicago, IL

332K
Shares

$7.39 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

259K
Shares

$5.78 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

More about IBHG

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Ae Wealth Management LLC Ishares Tr Ibonds 2027 Term Hi Transaction History