A detailed history of Ironwood Financial, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Ironwood Financial, LLC holds 57,119 shares of IBHE stock, worth $1.32 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
57,119
Previous 46,784 22.09%
Holding current value
$1.32 Million
Previous $1.09 Million 22.24%
% of portfolio
0.28%
Previous 0.24%

Shares

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

Oct 16, 2024

BUY
$23.03 - $23.3 $238,015 - $240,805
10,335 Added 22.09%
57,119 $1.33 Million
Q2 2024

Jul 19, 2024

BUY
$23.19 - $23.37 $69,384 - $69,923
2,992 Added 6.83%
46,784 $1.09 Million
Q1 2024

Apr 17, 2024

BUY
$23.04 - $23.43 $27,878 - $28,350
1,210 Added 2.84%
43,792 $1.02 Million
Q4 2023

Jan 19, 2024

BUY
$22.62 - $23.26 $224,797 - $231,157
9,938 Added 30.44%
42,582 $983,000
Q3 2023

Oct 24, 2023

BUY
$22.69 - $23.07 $38,459 - $39,103
1,695 Added 5.48%
32,644 $748,000
Q2 2023

Jul 20, 2023

SELL
$22.61 - $23.0 $71,718 - $72,956
-3,172 Reduced 9.3%
30,949 $711,000
Q1 2023

Apr 14, 2023

BUY
$22.48 - $23.06 $129,102 - $132,433
5,743 Added 20.24%
34,121 $781,000
Q4 2022

Feb 14, 2023

BUY
$22.04 - $22.94 $625,451 - $650,991
28,378 New
28,378 $638,000

Others Institutions Holding IBHE

About ISHARES IBONDS 2025 TERM HIGH


  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
Track This Portfolio

Track Ironwood Financial, LLC Portfolio

Follow Ironwood Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ironwood Financial, LLC with notifications on news.