Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.98K- 2.66% |
$44.8K - $46.1K
|
72.6K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2K- 9.72% |
$45.2K - $46.5K
|
18.6K
$434K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.36K- 37.4% |
$53.3K - $54.9K
|
3.96K
$92.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.53K- 12.4% |
$102K - $105K
|
32K
$746K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.01K- 3.43% |
$113K - $116K
|
141K
$3.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-6.73K- 4.96% |
$152K - $156K
|
129K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.34K- 17.63% |
$166K - $170K
|
34.3K
$800K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.41K- 20.21% |
$167K - $172K
|
29.3K
$683K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.44K- 5.75% |
$191K - $196K
|
138K
$3.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.59K- 46.7% |
$216K - $223K
|
10.9K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.3K- 7.67% |
$278K - $286K
|
148K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-12.7K- 2.16% |
$287K - $295K
|
575K
$13.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13.7K- 24.74% |
$310K - $319K
|
41.8K
$975K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.9K- 7.24% |
$313K - $322K
|
178K
$4.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.2K- 20.54% |
$320K - $330K
|
54.9K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-21.4K- 17.58% |
$483K - $497K
|
100K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.1K- 18.44% |
$859K - $884K
|
168K
$3.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-44.3K- 9.04% |
$999K - $1.03M
|
446K
$10.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-63.1K- 29.67% |
$1.42M - $1.47M
|
150K
$3.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-200K- 80.19% |
$4.51M - $4.64M
|
49.4K
$1.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-509K- 25.01% |
$11.5M - $11.8M
|
1.53M
$35.6M
|