Heritage Wealth Management, Inc./Texas Ishares Ibonds 2025 Term High Transaction History

Heritage Wealth Management, Inc./Texas

  • $227 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 8,631 shares of IBHE stock, worth $199,721. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,631
Previous 8,603 0.33%
Holding current value
$199,721
Previous $200 Million 0.17%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$23.14 - $23.23 $647 - $650
28 Added 0.33%
8,631 $200 Million
Q2 2025

Aug 01, 2025
BUY
$22.98 - $23.27 $197,696 - $200,191
8,603 New
8,603 $200 Million

Others Institutions Holding IBHE

# of Institutions
141
Shares Held
13.9M
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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