A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 41,565 shares of IBHG stock, worth $931,055. This represents 0.52% of its overall portfolio holdings.

Number of Shares
41,565
Previous 23,798 74.66%
Holding current value
$931,055
Previous $524,000 79.2%
% of portfolio
0.52%
Previous 0.33%

Shares

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

Oct 21, 2024

BUY
$21.89 - $22.6 $388,919 - $401,534
17,767 Added 74.66%
41,565 $939,000
Q2 2024

Aug 02, 2024

BUY
$21.73 - $22.12 $187,638 - $191,006
8,635 Added 56.95%
23,798 $524,000
Q1 2024

Apr 24, 2024

BUY
$22.0 - $22.38 $8,118 - $8,258
369 Added 2.49%
15,163 $337,000
Q4 2023

Jan 23, 2024

BUY
$20.98 - $22.35 $310,378 - $330,645
14,794 New
14,794 $328,000

Others Institutions Holding IBHG

About ISHARES TR IBONDS 2027 TERM HI


  • Ticker IBHG
More about IBHG
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