Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2026 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.58M+ 2691.63% |
$129M - $131M
|
5.79M
$134M
|
|
|
May 15, 2025
Q1 2025
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
735KNew |
$17M - $17.2M
|
735K
$17M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
360KNew |
$8.32M - $8.42M
|
360K
$8.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
325K+ 75.7% |
$7.53M - $7.62M
|
755K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
298KNew |
$6.9M - $6.98M
|
298K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
293K+ 16.84% |
$6.78M - $6.86M
|
2.03M
$47.2M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
260K+ 349.74% |
$6.02M - $6.1M
|
335K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
251KNew |
$5.8M - $5.87M
|
251K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
221K+ 312.59% |
$5.12M - $5.18M
|
292K
$6.77M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
203K+ 59.41% |
$4.69M - $4.75M
|
544K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
157K+ 156.24% |
$3.64M - $3.68M
|
258K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
141K+ 231.32% |
$3.25M - $3.29M
|
201K
$4.67M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
130K+ 31.65% |
$3.02M - $3.05M
|
542K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
115K+ 12.74% |
$2.67M - $2.7M
|
1.02M
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
110K+ 32.04% |
$2.54M - $2.58M
|
453K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
86.3K+ 24.52% |
$2M - $2.02M
|
438K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82K+ 65.96% |
$1.9M - $1.92M
|
206K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
80.5K+ 63.96% |
$1.86M - $1.89M
|
206K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
78.7KNew |
$1.82M - $1.84M
|
78.7K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
78.3KNew |
$1.81M - $1.83M
|
78.3K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
72.3K+ 50.35% |
$1.67M - $1.69M
|
216K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
70.8KNew |
$1.64M - $1.66M
|
70.8K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
69.8K+ 98.56% |
$1.61M - $1.63M
|
141K
$3.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
68.9K+ 484.01% |
$1.59M - $1.61M
|
83.2K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
58.1K+ 13.45% |
$1.34M - $1.36M
|
490K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
57K+ 43.44% |
$1.32M - $1.33M
|
188K
$4.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.3K+ 4.93% |
$1.19M - $1.2M
|
1.09M
$25.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.1K+ 103.11% |
$1.18M - $1.2M
|
101K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.8K+ 6.03% |
$1.13M - $1.14M
|
859K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.7K+ 43.9% |
$917K - $929K
|
130K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39.4K+ 32.56% |
$912K - $923K
|
161K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
38.9K+ 17.31% |
$900K - $911K
|
264K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.7K+ 4.58% |
$802K - $811K
|
791K
$18.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
34.5KNew |
$798K - $807K
|
34.5K
$799K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
23.8K+ 59.62% |
$551K - $557K
|
63.7K
$1.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
23.4K+ 1040.0% |
$541K - $548K
|
25.7K
$595K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
23KNew |
$531K - $537K
|
23K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
20.2KNew |
$468K - $473K
|
20.2K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
20.1K+ 87.6% |
$464K - $469K
|
42.9K
$995K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 39.71% |
$457K - $462K
|
69.5K
$1.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18.5K+ 49.52% |
$428K - $433K
|
55.8K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17.4KNew |
$403K - $408K
|
17.4K
$404K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.3K+ 50.29% |
$377K - $381K
|
48.7K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
14.4K+ 103.53% |
$332K - $336K
|
28.2K
$654K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.1KNew |
$326K - $330K
|
14.1K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
13.6K+ 8.6% |
$315K - $318K
|
172K
$3.98M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 16.78% |
$305K - $308K
|
91.6K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$292K - $296K
|
12.6K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
11.6K+ 4.15% |
$269K - $272K
|
291K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$267K - $270K
|
11.5K
$267K
|