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

Pfg Private Wealth Management, LLC

  • $172 Million
  • Q3 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 268,846 shares of IBHE stock, worth $6.23 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
268,846
Previous 263,644 1.97%
Holding current value
$6.23 Million
Previous $6.13 Million 2.12%
% of portfolio
3.64%
Previous 3.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
114
Shares Held
13.7M
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
Track This Portfolio

Track Pfg Private Wealth Management, LLC Portfolio

Follow Pfg Private Wealth Management, 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 Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email