A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 147,820 shares of IBHE stock, worth $3.43 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
147,820
Previous 172,972 14.54%
Holding current value
$3.43 Million
Previous $4.03 Million 14.91%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Jan 30, 2025

SELL
$23.08 - $23.28 $580,508 - $585,538
-25,152 Reduced 14.54%
147,820 $3.43 Million
Q3 2024

Oct 24, 2024

BUY
$23.03 - $23.3 $1.07 Million - $1.08 Million
46,414 Added 36.67%
172,972 $4.03 Million
Q2 2024

Aug 08, 2024

BUY
$23.19 - $23.37 $525,230 - $529,307
22,649 Added 21.8%
126,558 $2.95 Million
Q1 2024

Apr 30, 2024

BUY
$23.04 - $23.43 $2.39 Million - $2.43 Million
103,909 New
103,909 $2.43 Million

Others Institutions Holding IBHE

About ISHARES IBONDS 2025 TERM HIGH


  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
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