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

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 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 10,947 shares of IBHE stock, worth $253,860. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,947
Previous 16,146 32.2%
Holding current value
$253,860
Previous $375,000 32.0%
% of portfolio
0.14%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$23.03 - $23.3 $119,732 - $121,136
-5,199 Reduced 32.2%
10,947 $255,000
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
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
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