Orion Capital Management LLC Ishares Ibonds 2025 Term High Transaction History

Orion Capital Management LLC

$201 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$23.04 - $23.43 $47,278 - $48,078	2,052 Added 681.73%	2,353 $55,000
Q4 2023 Feb 05, 2024	BUY	$22.62 - $23.26 $6,808 - $7,001	301 New	301 $6,000

Others Institutions Holding IBHE

# of Institutions

114

Shares Held

13.7M

Call Options Held

0

Put Options Held

0

Arrow Financial Corp

1.44M
Shares

$33.5 Million
3.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

907K
Shares

$21.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

804K
Shares

$18.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

765K
Shares

$17.8 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

708K
Shares

$16.5 Million
0.01% of portfolio

About ISHARES IBONDS 2025 TERM HIGH

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