Sightline Wealth Advisors, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Sightline Wealth Advisors, LLC

$185 Million
Q4 2024

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 46,706 shares of IBHG stock, worth $1.04 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

46,706

Previous 41,565 12.37%

Holding current value

$1.04 Million

Previous $939,000 10.54%

% of portfolio

0.56%

Previous 0.52%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.11 - $22.54 $113,667 - $115,878	5,141 Added 12.37%	46,706 $1.04 Million
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

# of Institutions

Shares Held

10.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

More about IBHG

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Sightline Wealth Advisors, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History