High Note Wealth, LLC Ishares Ibonds 2025 Term High Transaction History
High Note Wealth, LLC
- $483 Million
- Q3 2025
A detailed history of High Note Wealth, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, High Note Wealth, LLC holds 30,486 shares of IBHE stock, worth $705,446. This represents 0.15% of its overall portfolio holdings.
Number of Shares
30,486
Previous 25,382
20.11%
Holding current value
$705,446
Previous $590,000
19.83%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding IBHE
# of Institutions
153Shares Held
14.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.29MShares$29.9 Million0.01% of portfolio
-
Sky View Investment Advisors, LLC Shrewsbury, NJ970KShares$22.4 Million3.23% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS875KShares$20.2 Million0.23% of portfolio
-
Morgan Stanley New York, NY793KShares$18.4 Million0.0% of portfolio