High Note Wealth, LLC Ishares Ibonds 2025 Term High Transaction History

High Note Wealth, LLC

$425 Million
Q2 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 25,382 shares of IBHE stock, worth $589,623. This represents 0.14% of its overall portfolio holdings.

Number of Shares

25,382

Holding current value

$589,623

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$22.98 - $23.27 $583,278 - $590,639	25,382 New	25,382 $590,000

Others Institutions Holding IBHE

# of Institutions

153

Shares Held

15.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.34M
Shares

$31.2 Million
0.01% of portfolio
Arrow Financial Corp

1.25M
Shares

$29.1 Million
3.33% of portfolio
Morgan Stanley New York, NY

1.07M
Shares

$24.8 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

958K
Shares

$22.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

907K
Shares

$21.1 Million
0.03% of portfolio

View Full List

About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
Sector ETFs
Industry ETFs

More about IBHE

Track This Portfolio

Portfolio Update

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

News

Stay updated on High Note Wealth, LLC with notifications on news.

Account

High Note Wealth, LLC Ishares Ibonds 2025 Term High Transaction History