Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds 2029 Term Hi Transaction History
Bradley & Co. Private Wealth Management, LLC
- $162 Million
- Q2 2025
A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 145,374 shares of IBHI stock, worth $3.42 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
145,374
Previous 120,041
21.1%
Holding current value
$3.42 Million
Previous $2.79 Million
23.54%
% of portfolio
2.12%
Previous 1.92%
Shares
4 transactions
Others Institutions Holding IBHI
# of Institutions
60Shares Held
3.81MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC512KShares$12 Million0.88% of portfolio
-
Keeler T Homas Management LLC392KShares$9.22 Million4.2% of portfolio
-
Morgan Stanley New York, NY329KShares$7.75 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC324KShares$7.62 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV306KShares$7.21 Million1.4% of portfolio