Mutual Advisors, LLC Ishares Ibonds 2025 Term High Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Mutual Advisors, LLC holds 252,477 shares of IBHE stock, worth $5.84 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

252,477

Previous 242,198 4.24%

Holding current value

$5.84 Million

Previous $5.64 Million 4.38%

% of portfolio

0.17%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$23.03 - $23.3 $236,725 - $239,500	10,279 Added 4.24%	252,477 $5.88 Million
Q2 2024 Jul 30, 2024	BUY	$23.19 - $23.37 $501,854 - $505,750	21,641 Added 9.81%	242,198 $5.64 Million
Q1 2024 May 02, 2024	BUY	$23.04 - $23.43 $807,528 - $821,198	35,049 Added 18.89%	220,557 $5.16 Million
Q4 2023 Jan 12, 2024	BUY	$22.62 - $23.26 $452,015 - $464,804	19,983 Added 12.07%	185,508 $4.29 Million
Q3 2023 Nov 13, 2023	BUY	$22.69 - $23.07 $52,391 - $53,268	2,309 Added 1.41%	165,525 $3.8 Million
Q2 2023 Jul 31, 2023	BUY	$22.61 - $23.0 $492,513 - $501,009	21,783 Added 15.4%	163,216 $3.75 Million
Q1 2023 Apr 11, 2023	BUY	$22.48 - $23.06 $297,994 - $305,683	13,256 Added 10.34%	141,433 $3.24 Million
Q4 2022 Jan 12, 2023	BUY	$22.04 - $22.94 $2.83 Million - $2.94 Million	128,177 New	128,177 $0

Others Institutions Holding IBHE

# of Institutions

114

Shares Held

13.7M

Call Options Held

Put Options Held

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About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
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Mutual Advisors, LLC Ishares Ibonds 2025 Term High Transaction History