High Note Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

High Note Wealth, LLC

$425 Million
Q2 2025

A detailed history of High Note Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, High Note Wealth, LLC holds 400 shares of IBTH stock, worth $8,988. This represents 0.0% of its overall portfolio holdings.

Number of Shares

400

Holding current value

$8,988

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$22.3 - $22.57 $8,920 - $9,028	400 New	400 $8,000

Others Institutions Holding IBTH

# of Institutions

270

Shares Held

56M

Call Options Held

Put Options Held

Hm Payson & CO Portland, ME

5.46M
Shares

$123 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

3.47M
Shares

$77.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.46M
Shares

$77.7 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

2.88M
Shares

$64.8 Million
2.48% of portfolio
Wells Fargo & Company San Francisco, CA

2.02M
Shares

$45.5 Million
0.01% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

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