A detailed history of Mutual Advisors, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Mutual Advisors, LLC holds 9,544 shares of IBHG stock, worth $213,785. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,544
Previous 14,664 34.92%
Holding current value
$213,785
Previous $323,000 33.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

SELL
$21.89 - $22.6 $112,076 - $115,712
-5,120 Reduced 34.92%
9,544 $215,000
Q2 2024

Jul 30, 2024

BUY
$21.73 - $22.12 $40,874 - $41,607
1,881 Added 14.71%
14,664 $323,000
Q1 2024

May 02, 2024

BUY
$22.0 - $22.38 $281,226 - $286,083
12,783 New
12,783 $284,000

Others Institutions Holding IBHG

About ISHARES TR IBONDS 2027 TERM HI


  • Ticker IBHG
More about IBHG
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, 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 Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.