Pfg Private Wealth Management, LLC Ishares Ibonds 2025 Term High Transaction History

Pfg Private Wealth Management, LLC

  • $174 Million
  • Q4 2024

A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 286,479 shares of IBHE stock, worth $6.65 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
286,479
Previous 268,846 6.56%
Holding current value
$6.65 Million
Previous $6.26 Million 6.1%
% of portfolio
3.81%
Previous 3.64%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$23.08 - $23.28 $406,969 - $410,496
17,633 Added 6.56%
286,479 $6.65 Million
Q3 2024

Nov 05, 2024
BUY
$23.03 - $23.3 $119,802 - $121,206
5,202 Added 1.97%
268,846 $6.26 Million
Q2 2024

Jul 15, 2024
BUY
$23.19 - $23.37 $288,414 - $290,652
12,437 Added 4.95%
263,644 $6.13 Million
Q1 2024

Apr 23, 2024
BUY
$23.04 - $23.43 $5.79 Million - $5.89 Million
251,207 New
251,207 $5.87 Million
Q2 2022

Jul 19, 2022
SELL
$22.29 - $24.16 $22,290 - $24,160
-1,000 Closed
0 $0
Q3 2021

Nov 04, 2021
BUY
$24.56 - $25.17 $24,560 - $25,170
1,000 New
1,000 $25,000

Others Institutions Holding IBHE

# of Institutions
141
Shares Held
16.9M
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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