A detailed history of Austin Private Wealth, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Austin Private Wealth, LLC holds 17,145 shares of IBHE stock, worth $397,249. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,145
Previous 13,896 23.38%
Holding current value
$397,249
Previous $322,000 23.6%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 01, 2025

BUY
$22.98 - $23.27 $74,662 - $75,604
3,249 Added 23.38%
17,145 $398,000
Q1 2025

May 12, 2025

SELL
$23.16 - $23.32 $49,516 - $49,858
-2,138 Reduced 13.33%
13,896 $322,000
Q4 2024

Jan 23, 2025

BUY
$23.08 - $23.28 $18,163 - $18,321
787 Added 5.16%
16,034 $371,000
Q3 2024

Oct 30, 2024

BUY
$23.03 - $23.3 $4,214 - $4,263
183 Added 1.21%
15,247 $355,000
Q2 2024

Jul 12, 2024

BUY
$23.19 - $23.37 $56,258 - $56,695
2,426 Added 19.2%
15,064 $350,000
Q1 2024

Apr 12, 2024

BUY
$23.04 - $23.43 $291,179 - $296,108
12,638 New
12,638 $295,000

Others Institutions Holding IBHE

About ISHARES IBONDS 2025 TERM HIGH


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