Purchases and Sales Made in Q3 2025 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
43.5K+ 17.23% |
$1.01M - $1.01M
|
296K
$6.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34.1K+ 5.7% |
$790K - $793K
|
632K
$14.6M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32.1KNew |
$742K - $745K
|
32.1K
$742K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.4KNew |
$726K - $729K
|
31.4K
$726K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
20.2K+ 173.06% |
$467K - $469K
|
31.9K
$738K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
20K+ 44.02% |
$463K - $465K
|
65.4K
$1.51M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.8KNew |
$342K - $344K
|
14.8K
$342K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.5KNew |
$335K - $336K
|
14.5K
$335K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.8KNew |
$273K - $274K
|
11.8K
$273K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
8.64KNew |
$200K - $201K
|
8.64K
$200K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.89K+ 9.2% |
$183K - $183K
|
93.7K
$2.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.92K+ 1.98% |
$160K - $161K
|
356K
$8.24M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5.1K+ 20.11% |
$118K - $119K
|
30.5K
$705K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.87K+ 1.27% |
$113K - $113K
|
388K
$8.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.37K+ 14.69% |
$101K - $102K
|
34.1K
$790K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.14K+ 7.25% |
$72.8K - $73K
|
46.5K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
2.23K+ 4.73% |
$51.5K - $51.7K
|
49.3K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
1.59KNew |
$36.8K - $36.9K
|
1.59K
$36.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 99.67% |
$35.2K - $35.3K
|
3.05K
$70.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
998New |
$23.1K - $23.2K
|
998
$23.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
431New |
$9.97K - $10K
|
431
$9.97K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
254+ 2.27% |
$5.88K - $5.9K
|
11.5K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
238+ 1.17% |
$5.51K - $5.53K
|
20.6K
$476K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
135+ 0.36% |
$3.12K - $3.14K
|
37.6K
$870K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
118+ 1.06% |
$2.73K - $2.74K
|
11.2K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
110+ 0.19% |
$2.55K - $2.56K
|
56.6K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 0.56% |
$1.09K - $1.09K
|
8.41K
$195K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
28+ 0.33% |
$648 - $650
|
8.63K
$200K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
23+ 0.13% |
$532 - $534
|
17.2K
$399K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9+ 0.1% |
$208 - $209
|
8.62K
$199K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.32% |
$208 - $209
|
2.81K
$65.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-290- 0.89% |
$6.71K - $6.74K
|
32.3K
$748K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.36K- 1.73% |
$31.4K - $31.6K
|
77.2K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.46K- 5.67% |
$33.8K - $33.9K
|
24.3K
$563K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.73K- 14.81% |
$40K - $40.2K
|
9.95K
$230K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.88K- 7.49% |
$43.5K - $43.7K
|
23.2K
$537K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 21.17% |
$53.5K - $53.8K
|
8.62K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.99K- 23.25% |
$92.2K - $92.6K
|
13.2K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.29K- 13.77% |
$99.2K - $99.6K
|
26.9K
$621K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.47K- 45.95% |
$173K - $173K
|
8.78K
$203K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.75K- 10.35% |
$179K - $180K
|
67.1K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-12.5K- 50.32% |
$289K - $290K
|
12.3K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-14.1K- 11.5% |
$327K - $328K
|
109K
$2.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-61.6K- 42.87% |
$1.43M - $1.43M
|
82.1K
$1.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-71.6K- 82.48% |
$1.66M - $1.66M
|
15.2K
$352K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-85.8K- 55.82% |
$1.99M - $1.99M
|
67.9K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-199K- 22.92% |
$4.61M - $4.63M
|
670K
$15.5M
|