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

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 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 41,565 shares of IBHG stock, worth $932,718. This represents 0.52% of its overall portfolio holdings.

Number of Shares
41,565
Previous 23,798 74.66%
Holding current value
$932,718
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

# of Institutions
46
Shares Held
3.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2027 TERM HI

IBHG Quotes by TradingView
  • Ticker IBHG
More about IBHG
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