Klaas Financial Asset Advisors, LLC Ishares Ibonds 2025 Term High Transaction History

Klaas Financial Asset Advisors, LLC

  • $577 Million
  • Q1 2025

A detailed history of Klaas Financial Asset Advisors, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 32,327 shares of IBHE stock, worth $750,309. This represents 0.13% of its overall portfolio holdings.

Number of Shares
32,327
Previous 15,854 103.9%
Holding current value
$750,309
Previous $367,000 104.63%
% of portfolio
0.13%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$23.16 - $23.32 $381,514 - $384,150
16,473 Added 103.9%
32,327 $751,000
Q4 2024

Jan 22, 2025
BUY
$23.08 - $23.28 $55,576 - $56,058
2,408 Added 17.91%
15,854 $367,000
Q3 2024

Oct 23, 2024
SELL
$23.03 - $23.3 $98,430 - $99,584
-4,274 Reduced 24.12%
13,446 $313,000
Q2 2024

Jul 31, 2024
BUY
$23.19 - $23.37 $63,308 - $63,800
2,730 Added 18.21%
17,720 $412,000
Q1 2024

Apr 25, 2024
SELL
$23.04 - $23.43 $12,188 - $12,394
-529 Reduced 3.41%
14,990 $350,000
Q4 2023

Feb 08, 2024
SELL
$22.62 - $23.26 $26,284 - $27,028
-1,162 Reduced 6.97%
15,519 $358,000
Q3 2023

Oct 25, 2023
BUY
$22.69 - $23.07 $58,131 - $59,105
2,562 Added 18.15%
16,681 $382,000
Q2 2023

Jul 31, 2023
BUY
$22.61 - $23.0 $60,617 - $61,663
2,681 Added 23.44%
14,119 $324,000
Q1 2023

Apr 24, 2023
BUY
$22.48 - $23.06 $257,126 - $263,760
11,438 New
11,438 $262,000

Others Institutions Holding IBHE

# of Institutions
150
Shares Held
15.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2025 TERM HIGH

IBHE Quotes by TradingView
  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
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