Evermay Wealth Management LLC Ishares Tr Ibonds 2028 Term Hi Transaction History

Evermay Wealth Management LLC

$620 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$21.6 - $23.4 $108,000 - $117,000	5,000 New	5,000 $116,000

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
Sector ETFs
Industry ETFs

More about IBHH

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evermay Wealth Management LLC with notifications on news.