Warren Averett Asset Management, LLC Ishares Tr Ibonds 2029 Term Hi Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 12,084 shares of IBHI stock, worth $284,215. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,084
Previous 11,954
1.09%
Holding current value
$284,215
Previous $283,000
1.77%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBHI
# of Institutions
67Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.25MShares$29.3 Million0.0% of portfolio
-
Lbmc Investment Advisors, LLC944KShares$22.2 Million1.47% of portfolio
-
Northwestern Mutual Wealth Management CO823KShares$19.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA748KShares$17.6 Million0.09% of portfolio
-
Keeler T Homas Management LLC398KShares$9.36 Million4.06% of portfolio