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

Sightline Wealth Advisors, LLC

  • $190 Million
  • Q1 2025

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 67,680 shares of IBHG stock, worth $1.51 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
67,680
Previous 46,706 44.91%
Holding current value
$1.51 Million
Previous $1.04 Million 45.57%
% of portfolio
0.8%
Previous 0.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$22.21 - $22.56 $465,832 - $473,173
20,974 Added 44.91%
67,680 $1.51 Million
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
77
Shares Held
10.5M
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
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