Endowment Wealth Management, Inc. Ishares Ibonds 2025 Term High Transaction History

Endowment Wealth Management, Inc.

  • $189 Million
  • Q3 2025

A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 65,702 shares of IBHE stock, worth $1.52 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
65,702
Previous 67,305 2.38%
Holding current value
$1.52 Million
Previous $1.57 Million 2.56%
% of portfolio
0.81%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$23.14 - $23.23 $37,093 - $37,237
-1,603 Reduced 2.38%
65,702 $1.53 Million
Q2 2025

Jul 25, 2025
BUY
$22.98 - $23.27 $78,867 - $79,862
3,432 Added 5.37%
67,305 $1.57 Million
Q1 2025

May 09, 2025
BUY
$23.16 - $23.32 $702,512 - $707,365
30,333 Added 90.44%
63,873 $1.48 Million
Q4 2024

Feb 07, 2025
BUY
$23.08 - $23.28 $774,103 - $780,811
33,540 New
33,540 $778,000

Others Institutions Holding IBHE

# of Institutions
153
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2025 TERM HIGH

IBHE Quotes by TradingView
  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
Track This Portfolio

Track Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email