Heritage Wealth Management, Inc./Texas Ishares Ibonds 2025 Term High Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 8,603 shares of IBHE stock, worth $199,417. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,603Holding current value
$199,417% of portfolio
0.1%Shares
1 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
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Morgan Stanley New York, NY1.02MShares$23.7 Million0.0% of portfolio
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Sky View Investment Advisors, LLC Shrewsbury, NJ970KShares$22.5 Million3.23% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS872KShares$20.2 Million0.24% of portfolio