Vsm Wealth Advisory, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 398 shares of IBHG stock, worth $8,911. This represents 0.0% of its overall portfolio holdings.

Number of Shares

398

Holding current value

$8,911

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$22.11 - $22.54 $8,799 - $8,970	398 New	398 $8.85 Million

Others Institutions Holding IBHG

# of Institutions

Shares Held

4.33M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

719K
Shares

$16.1 Million
0.01% of portfolio
Lbmc Investment Advisors, LLC

540K
Shares

$12.1 Million
0.95% of portfolio
Commonwealth Equity Services, LLC

381K
Shares

$8.54 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

347K
Shares

$7.77 Million
0.01% of portfolio
Commonwealth Financial Services, LLC Parkersburg, WV

345K
Shares

$7.73 Million
1.51% of portfolio

View Full List

About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

More about IBHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.

Account

Vsm Wealth Advisory, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History