Sightline Wealth Advisors, LLC Ishares Ibonds 2025 Term High Transaction History

Sightline Wealth Advisors, LLC

  • $160 Million
  • Q2 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 16,146 shares of IBHE stock, worth $373,941. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,146
Previous 18,485 12.65%
Holding current value
$373,941
Previous $432,000 13.19%
% of portfolio
0.23%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$23.19 - $23.37 $54,241 - $54,662
-2,339 Reduced 12.65%
16,146 $375,000
Q1 2024

Apr 24, 2024
BUY
$23.04 - $23.43 $9,377 - $9,536
407 Added 2.25%
18,485 $432,000
Q4 2023

Jan 23, 2024
BUY
$22.62 - $23.26 $145,039 - $149,143
6,412 Added 54.96%
18,078 $417,000
Q3 2023

Nov 01, 2023
BUY
$22.69 - $23.07 $264,701 - $269,134
11,666 New
11,666 $267,000

Others Institutions Holding IBHE

# of Institutions
112
Shares Held
14.5M
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 Sightline Wealth Advisors, LLC Portfolio

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

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email