A detailed history of Headinvest, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Headinvest, LLC holds 36,050 shares of IBHG stock, worth $802,473. This represents 0.16% of its overall portfolio holdings.

Number of Shares
36,050
Previous 28,100 28.29%
Holding current value
$802,473
Previous $635,000 26.14%
% of portfolio
0.16%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025

BUY
$22.11 - $22.54 $175,774 - $179,193
7,950 Added 28.29%
36,050 $801,000
Q3 2024

Nov 15, 2024

BUY
$21.89 - $22.6 $615,109 - $635,060
28,100 New
28,100 $635,000

Others Institutions Holding IBHG

About ISHARES TR IBONDS 2027 TERM HI


  • Ticker IBHG
More about IBHG
Track This Portfolio

Track Headinvest, LLC Portfolio

Follow Headinvest, 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 Headinvest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Headinvest, LLC with notifications on news.