J.W. Cole Advisors, Inc. Ishares Tr Ibonds 2027 Term Hi Transaction History

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 17,406 shares of IBHG stock, worth $387,979. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,406

Holding current value

$387,979

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$22.11 - $22.54 $384,846 - $392,331	17,406 New	17,406 $387,000

Others Institutions Holding IBHG

# of Institutions

Shares Held

10.5M

Call Options Held

Put Options Held

Gamma Investing LLC Foster City, CA

5.17M
Shares

$115 Million
1.23% of portfolio
Lbmc Investment Advisors, LLC

857K
Shares

$19.1 Million
1.52% of portfolio
Northwestern Mutual Wealth Management CO

719K
Shares

$16 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

381K
Shares

$8.5 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

347K
Shares

$7.74 Million
0.01% of portfolio

View Full List

About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

More about IBHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Account

J.W. Cole Advisors, Inc. Ishares Tr Ibonds 2027 Term Hi Transaction History