Purchases and Sales Made in Q2 2025 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES IBONDS 2025 TERM HIGH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.55K+ 18.35% |
$35.6K - $36K
|
9.98K
$231K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 1.3% |
$25.3K - $25.7K
|
85.8K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1KNew |
$23K - $23.3K
|
1K
$23.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
979+ 2.04% |
$22.5K - $22.8K
|
48.9K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
752+ 1.02% |
$17.3K - $17.5K
|
74.8K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
732+ 3.73% |
$16.8K - $17K
|
20.4K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
492+ 6.25% |
$11.3K - $11.4K
|
8.37K
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
479+ 4.58% |
$11K - $11.1K
|
10.9K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
412+ 0.96% |
$9.47K - $9.59K
|
43.4K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$9.19K - $9.31K
|
400
$9.26K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
390+ 1.13% |
$8.96K - $9.08K
|
34.9K
$808K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
307+ 0.57% |
$7.05K - $7.14K
|
54.4K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
189+ 2.15% |
$4.34K - $4.4K
|
9K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
153+ 1.12% |
$3.52K - $3.56K
|
13.8K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
129+ 1.32% |
$2.96K - $3K
|
9.91K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49+ 0.56% |
$1.13K - $1.14K
|
8.79K
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45+ 0.41% |
$1.03K - $1.05K
|
11.1K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
41+ 0.42% |
$942 - $954
|
9.86K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33+ 0.16% |
$758 - $768
|
20.7K
$478K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30+ 0.22% |
$689 - $698
|
13.4K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18New |
$414 - $419
|
18
$417
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17+ 1.28% |
$391 - $396
|
1.34K
$31.1K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
15+ 0.14% |
$345 - $349
|
10.5K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 0.36% |
$230 - $233
|
2.8K
$64.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4+ 0.06% |
$91.9 - $93.1
|
6.58K
$152K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.41% |
$91.9 - $93.1
|
991
$22.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-175- 8.14% |
$4.02K - $4.07K
|
1.98K
$45.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-196- 7.79% |
$4.5K - $4.56K
|
2.32K
$53.7K
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-220- 0.47% |
$5.06K - $5.12K
|
47K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-234- 11.76% |
$5.38K - $5.45K
|
1.76K
$40.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-314- 2.62% |
$7.22K - $7.31K
|
11.7K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-400- 0.69% |
$9.19K - $9.31K
|
57.6K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-631- 6.83% |
$14.5K - $14.7K
|
8.61K
$199K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-836- 6.48% |
$19.2K - $19.5K
|
12.1K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-1.01K- 1.29% |
$23.3K - $23.6K
|
77.9K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 0.78% |
$27.2K - $27.5K
|
151K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.6K- 5.59% |
$36.7K - $37.1K
|
26.9K
$623K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.77K- 1.22% |
$40.7K - $41.2K
|
144K
$3.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.88K- 1.25% |
$43.1K - $43.7K
|
148K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.24K- 2.74% |
$51.4K - $52.1K
|
79.4K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.25K- 6.94% |
$51.6K - $52.2K
|
30.1K
$696K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.59K- 3.42% |
$59.6K - $60.3K
|
73.2K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-2.7K- 3.32% |
$62K - $62.7K
|
78.5K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.21K- 1.53% |
$73.7K - $74.7K
|
207K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.95K- 14.64% |
$90.8K - $91.9K
|
23K
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.97K- 25.36% |
$91.2K - $92.3K
|
11.7K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.36K- 8.13% |
$100K - $101K
|
49.3K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.71K- 5.68% |
$108K - $110K
|
78.2K
$1.81M
|