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 67,305 shares of IBHE stock, worth $1.56 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
67,305
Previous 63,873 5.37%
Holding current value
$1.56 Million
Previous $1.48 Million 5.46%
% of portfolio
0.98%
Previous 1.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES IBONDS 2025 TERM HIGH


  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
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