Austin Private Wealth, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Austin Private Wealth, LLC

  • $1.17 Billion
  • Q2 2025

A detailed history of Austin Private Wealth, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Austin Private Wealth, LLC holds 23,347 shares of IBHG stock, worth $524,607. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,347
Previous 18,026 29.52%
Holding current value
$524,607
Previous $402,000 30.85%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 01, 2025
BUY
$21.56 - $22.54 $114,720 - $119,935
5,321 Added 29.52%
23,347 $526,000
Q1 2025

May 12, 2025
SELL
$22.21 - $22.56 $28,339 - $28,786
-1,276 Reduced 6.61%
18,026 $402,000
Q4 2024

Jan 23, 2025
BUY
$22.11 - $22.54 $23,171 - $23,621
1,048 Added 5.74%
19,302 $429,000
Q3 2024

Oct 30, 2024
BUY
$21.89 - $22.6 $23,969 - $24,747
1,095 Added 6.38%
18,254 $412,000
Q2 2024

Jul 12, 2024
BUY
$21.73 - $22.12 $84,638 - $86,157
3,895 Added 29.37%
17,159 $378,000
Q1 2024

Apr 12, 2024
BUY
$22.0 - $22.38 $291,808 - $296,848
13,264 New
13,264 $295,000

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
Track This Portfolio

Track Austin Private Wealth, LLC Portfolio

Follow Austin Private Wealth, 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 Austin Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email