Bsw Wealth Partners Ishares Tr Ibonds 2027 Term Hi Transaction History

Bsw Wealth Partners

$661 Million
Q3 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

49

Shares Held

3.41M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

366K
Shares

$8.21 Million
0.01% of portfolio
Lbmc Investment Advisors, LLC

347K
Shares

$7.78 Million
0.62% of portfolio
Commonwealth Financial Services, LLC Parkersburg, WV

340K
Shares

$7.62 Million
1.51% of portfolio
High Tower Advisors, LLC Chicago, IL

334K
Shares

$7.47 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

312K
Shares

$6.98 Million
0.0% of portfolio

About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

More about IBHG

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