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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.02K- 20.73% |
$115K - $117K
|
19.2K
$444K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.06K- 3.35% |
$116K - $118K
|
146K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.19K- 12.17% |
$119K - $121K
|
37.4K
$867K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-5.84K- 19.06% |
$134K - $136K
|
24.8K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.22K- 38.31% |
$143K - $145K
|
10K
$232K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-6.43K- 16.46% |
$148K - $150K
|
32.6K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.3K- 5.62% |
$191K - $193K
|
139K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10K- 44.02% |
$230K - $233K
|
12.7K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 27.19% |
$277K - $280K
|
32.2K
$746K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.1K- 54.0% |
$324K - $328K
|
12K
$278K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-14.5K- 10.72% |
$333K - $337K
|
121K
$2.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 11.02% |
$347K - $351K
|
122K
$2.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.2K- 23.21% |
$372K - $377K
|
53.6K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.2K- 30.8% |
$419K - $425K
|
41K
$948K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-28.6K- 39.04% |
$658K - $667K
|
44.7K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-29.7K- 19.47% |
$682K - $691K
|
123K
$2.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-38.1K- 59.64% |
$876K - $887K
|
25.8K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40K- 15.62% |
$919K - $930K
|
216K
$5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.2K- 4.05% |
$993K - $1.01M
|
1.02M
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-51K- 9.55% |
$1.17M - $1.19M
|
483K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-109K- 41.49% |
$2.5M - $2.54M
|
154K
$3.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-146K- 19.6% |
$3.35M - $3.39M
|
598K
$13.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-336K- 93.52% |
$7.72M - $7.82M
|
23.3K
$539K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-382K- 30.55% |
$8.78M - $8.89M
|
869K
$20.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-403K- 42.09% |
$9.26M - $9.38M
|
555K
$12.8M
|