J.W. Cole Advisors, Inc. Ishares Tr Ibonds 2027 Term Hi Transaction History
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 2025
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 220,044 shares of IBHG stock, worth $4.91 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
220,044
Previous 187,694
17.24%
Holding current value
$4.91 Million
Previous $4.23 Million
16.97%
% of portfolio
0.1%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IBHG
# of Institutions
100Shares Held
9.82MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.5 Million2.15% of portfolio
-
Northwestern Mutual Wealth Management CO821KShares$18.3 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ741KShares$16.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC688KShares$15.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA576KShares$12.8 Million0.0% of portfolio