Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2027 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
293K+ 25.14% |
$6.56M - $6.6M
|
1.46M
$32.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
76.5K+ 141.27% |
$1.71M - $1.72M
|
131K
$2.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
15.9K+ 40.61% |
$356K - $358K
|
55.1K
$1.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
15.7KNew |
$352K - $354K
|
15.7K
$352K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
15.3KNew |
$343K - $345K
|
15.3K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11.2KNew |
$251K - $253K
|
11.2K
$251K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9.22KNew |
$206K - $208K
|
9.22K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.93K+ 29.67% |
$155K - $156K
|
30.3K
$678K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5.95KNew |
$133K - $134K
|
5.95K
$133K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.53K+ 1.62% |
$124K - $125K
|
348K
$7.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.51K+ 16.29% |
$78.6K - $79.1K
|
25.1K
$562K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.18K+ 7.03% |
$71.3K - $71.7K
|
48.5K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
901New |
$20.2K - $20.3K
|
901
$20.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
444New |
$9.94K - $10K
|
444
$9.95K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
294New |
$6.58K - $6.62K
|
294
$6.59K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
85+ 0.71% |
$1.9K - $1.92K
|
12.1K
$272K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 1.55% |
$291 - $293
|
853
$19.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.6K- 3.8% |
$327K - $329K
|
369K
$8.28M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-51.2K- 87.8% |
$1.15M - $1.15M
|
7.12K
$160K
|