A detailed history of Ae Wealth Management LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Ae Wealth Management LLC holds 19,658 shares of IBHE stock, worth $455,475. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,658
Previous 119,938 83.61%
Holding current value
$455,475
Previous $2.8 Million 83.7%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$23.19 - $23.37 $2.33 Million - $2.34 Million
-100,280 Reduced 83.61%
19,658 $457,000
Q1 2024

May 15, 2024

SELL
$23.04 - $23.43 $17 Million - $17.3 Million
-738,730 Reduced 86.03%
119,938 $2.8 Million
Q4 2023

Feb 14, 2024

BUY
$22.62 - $23.26 $4.75 Million - $4.89 Million
210,018 Added 32.38%
858,668 $19.8 Million
Q3 2023

Oct 11, 2023

BUY
$22.69 - $23.07 $14.7 Million - $15 Million
648,650 New
648,650 $14.9 Million

Others Institutions Holding IBHE

About ISHARES IBONDS 2025 TERM HIGH


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