Purchases and Sales Made in Q4 2024 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
102K+ 73.39% |
$2.36M - $2.38M
|
241K
$5.62M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.2KNew |
$1.2M - $1.22M
|
52.2K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.6K+ 20.67% |
$960K - $968K
|
243K
$5.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
41.1K+ 23.23% |
$949K - $957K
|
218K
$5.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37.1K+ 5.47% |
$855K - $863K
|
715K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 22.95% |
$590K - $595K
|
137K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21KNew |
$485K - $490K
|
21K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13.9KNew |
$320K - $322K
|
13.9K
$322K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$293K - $295K
|
12.7K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8KNew |
$273K - $276K
|
11.8K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
10KNew |
$231K - $233K
|
10K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.43K+ 13.01% |
$172K - $173K
|
64.6K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.78K+ 37.39% |
$110K - $111K
|
17.6K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.45K+ 6.16% |
$103K - $104K
|
76.7K
$1.79M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.58K+ 1.52% |
$82.7K - $83.4K
|
239K
$5.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.54K+ 28.03% |
$81.7K - $82.5K
|
16.2K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.41K+ 17.91% |
$55.6K - $56.1K
|
15.9K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.41K+ 11.41% |
$55.6K - $56K
|
23.5K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
860New |
$19.8K - $20K
|
860
$20K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
787+ 5.16% |
$18.2K - $18.3K
|
16K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
769New |
$17.7K - $17.9K
|
769
$17.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86+ 0.82% |
$1.98K - $2K
|
10.6K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
27+ 2.1% |
$623 - $629
|
1.31K
$30.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-57- 0.22% |
$1.32K - $1.33K
|
25.7K
$598K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-423- 1.77% |
$9.76K - $9.85K
|
23.4K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-477- 1.08% |
$11K - $11.1K
|
43.8K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.99K- 99.95% |
$45.9K - $46.3K
|
1
$23.3
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.17K- 0.62% |
$73.2K - $73.8K
|
505K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.01K- 30.37% |
$162K - $163K
|
16.1K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.53K- 19.34% |
$174K - $175K
|
31.4K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-27.6K- 55.16% |
$636K - $642K
|
22.4K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-236K- 93.31% |
$5.44M - $5.48M
|
16.9K
$393K
|