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

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

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 37,928 shares of IBHG stock, worth $849,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,928
Previous 35,933 5.55%
Holding current value
$849,587
Previous $802,000 6.48%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2025
BUY
$21.56 - $22.54 $43,012 - $44,967
1,995 Added 5.55%
37,928 $854,000
Q1 2025

May 06, 2025
BUY
$22.21 - $22.56 $126,219 - $128,208
5,683 Added 18.79%
35,933 $802,000
Q4 2024

Feb 13, 2025
BUY
$22.11 - $22.54 $169,473 - $172,769
7,665 Added 33.94%
30,250 $672,000
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

# of Institutions
92
Shares Held
8.86M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2027 TERM HI

IBHG Quotes by TradingView
  • Ticker IBHG
More about IBHG
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