Bsw Wealth Partners Ishares Tr Ibonds 2028 Term Hi Transaction History

Bsw Wealth Partners

$606 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$23.05 - $23.38 $198,714 - $201,558	8,621 New	8,621 $201,000

Others Institutions Holding IBHH

# of Institutions

37

Shares Held

1.63M

Call Options Held

0

Put Options Held

0

New Edge Advisors, LLC New Orleans, LA

517K
Shares

$12.2 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

169K
Shares

$3.98 Million
0.01% of portfolio
Lbmc Investment Advisors, LLC

122K
Shares

$2.89 Million
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

72.7K
Shares

$1.72 Million
0.0% of portfolio
Lido Advisors, LLC Los Angeles, CA

63.6K
Shares

$1.5 Million
0.01% of portfolio

About ISHARES TR IBONDS 2028 TERM HI

Ticker IBHH
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