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

Pfg Private Wealth Management, LLC

$161 Million
Q1 2025

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 3,109 shares of IBHE stock, worth $72,159. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,109

Previous 286,479 98.91%

Holding current value

$72,159

Previous $6.65 Million 98.92%

% of portfolio

0.04%

Previous 3.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$23.16 - $23.32 $6.56 Million - $6.61 Million	-283,370 Reduced 98.91%	3,109 $72,000
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

150

Shares Held

15.7M

Call Options Held

Put Options Held

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About ISHARES IBONDS 2025 TERM HIGH

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