Delta Wealth Advisors LLC Ishares Ibonds 2025 Term High Transaction History
Delta Wealth Advisors LLC
- $119 Billion
- Q2 2025
A detailed history of Delta Wealth Advisors LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 47,032 shares of IBHE stock, worth $1.09 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
47,032
Previous 47,252
0.47%
Holding current value
$1.09 Million
Previous $1.1 Billion
0.4%
% of portfolio
0.92%
Previous 1.0%
Shares
6 transactions
Others Institutions Holding IBHE
# of Institutions
157Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.36MShares$31.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.02MShares$23.7 Million0.0% of portfolio
-
Sky View Investment Advisors, LLC Shrewsbury, NJ970KShares$22.5 Million3.23% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS872KShares$20.2 Million0.24% of portfolio