Bsw Wealth Partners Ishares Tr Ibonds 2027 Term Hi Transaction History

Bsw Wealth Partners

$676 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$22.0 - $22.38 $198,374 - $201,800	9,017 New	9,017 $200,000

Others Institutions Holding IBHG

# of Institutions

76

Shares Held

10.4M

Call Options Held

0

Put Options Held

0

Gamma Investing LLC Foster City, CA

5.17M
Shares

$115 Million
1.23% of portfolio
Lbmc Investment Advisors, LLC

857K
Shares

$19.1 Million
1.52% of portfolio
Northwestern Mutual Wealth Management CO

719K
Shares

$16.1 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

381K
Shares

$8.51 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

347K
Shares

$7.75 Million
0.01% of portfolio

About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

More about IBHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.