Vsm Wealth Advisory, LLC Ishares Ibonds 2025 Term High Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 378 shares of IBHE stock, worth $8,762. This represents 0.0% of its overall portfolio holdings.

Number of Shares

378

Holding current value

$8,762

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$23.08 - $23.28 $8,724 - $8,799	378 New	378 $8.77 Million

Others Institutions Holding IBHE

# of Institutions

127

Shares Held

15M

Call Options Held

Put Options Held

Arrow Financial Corp

1.44M
Shares

$33.3 Million
3.14% of portfolio
Raymond James Financial Inc St. Petersburg, FL

992K
Shares

$23 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

985K
Shares

$22.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

907K
Shares

$21 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

765K
Shares

$17.7 Million
0.0% of portfolio

View Full List

About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
Sector ETFs
Industry ETFs

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Vsm Wealth Advisory, LLC Ishares Ibonds 2025 Term High Transaction History