A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 130,965 shares of IBHE stock, worth $3.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
130,965
Previous 72,240 81.29%
Holding current value
$3.04 Million
Previous $1.68 Million 81.5%
% of portfolio
0.04%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$23.03 - $23.3 $1.35 Million - $1.37 Million
58,725 Added 81.29%
130,965 $3.05 Million
Q2 2024

Aug 14, 2024

BUY
$23.19 - $23.37 $172,974 - $174,316
7,459 Added 11.51%
72,240 $1.68 Million
Q1 2024

May 15, 2024

BUY
$23.04 - $23.43 $192,407 - $195,663
8,351 Added 14.8%
64,781 $1.51 Million
Q4 2023

Feb 13, 2024

BUY
$22.62 - $23.26 $374,247 - $384,836
16,545 Added 41.48%
56,430 $1.3 Million
Q3 2023

Nov 15, 2023

BUY
$22.69 - $23.07 $39,480 - $40,141
1,740 Added 4.56%
39,885 $914,000
Q2 2023

Aug 15, 2023

BUY
$22.61 - $23.0 $231,503 - $235,497
10,239 Added 36.69%
38,145 $877,000
Q1 2023

May 03, 2023

BUY
$22.48 - $23.06 $627,326 - $643,512
27,906 New
27,906 $639,000

Others Institutions Holding IBHE

About ISHARES IBONDS 2025 TERM HIGH


  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
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