Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2028 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
|
- |
4.51M+ 2760.23% |
$105M - $107M
|
4.68M
$110M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
408K+ 95.27% |
$9.52M - $9.67M
|
836K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
352KNew |
$8.21M - $8.34M
|
352K
$8.29M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
301K+ 1693.84% |
$7.03M - $7.14M
|
319K
$7.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
181K+ 1696.54% |
$4.23M - $4.3M
|
192K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
143K+ 15.51% |
$3.34M - $3.39M
|
1.07M
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
93.5KNew |
$2.18M - $2.22M
|
93.5K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
55.5K+ 261.4% |
$1.3M - $1.32M
|
76.7K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
54.4K+ 39.41% |
$1.27M - $1.29M
|
192K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37K+ 19.09% |
$862K - $876K
|
231K
$5.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
35.3K+ 234.3% |
$824K - $838K
|
50.4K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.1K+ 30.4% |
$748K - $760K
|
138K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.7K+ 28.21% |
$739K - $751K
|
144K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
28.1KNew |
$655K - $666K
|
28.1K
$662K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.1K+ 43.58% |
$421K - $428K
|
59.5K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
17.9K+ 28.36% |
$418K - $425K
|
81.2K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 21.54% |
$406K - $413K
|
98.2K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 9.17% |
$373K - $379K
|
190K
$4.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
15KNew |
$349K - $355K
|
15K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
13KNew |
$303K - $308K
|
13K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.92K+ 21.42% |
$208K - $212K
|
50.6K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.74K+ 61.66% |
$181K - $184K
|
20.3K
$478K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.73K+ 2.13% |
$157K - $160K
|
323K
$7.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.58K+ 3.03% |
$130K - $132K
|
190K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.75K+ 19.53% |
$111K - $113K
|
29.1K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.68K+ 16.66% |
$109K - $111K
|
32.8K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.58K+ 19.08% |
$107K - $108K
|
28.6K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.17K+ 9.17% |
$97.4K - $99K
|
49.7K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.65K+ 28.29% |
$85K - $86.4K
|
16.5K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.53K+ 4.52% |
$59.1K - $60.1K
|
58.6K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.03K+ 39.24% |
$47.3K - $48.1K
|
7.2K
$170K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.76K+ 3.83% |
$41K - $41.7K
|
47.6K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
337+ 1.22% |
$7.86K - $7.99K
|
28K
$660K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
230+ 34.33% |
$5.37K - $5.45K
|
900
$21.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.16% |
$210 - $213
|
784
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-48- 1.1% |
$1.12K - $1.14K
|
4.3K
$101K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-128- 1.1% |
$2.99K - $3.03K
|
11.5K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.55K- 46.27% |
$36.2K - $36.8K
|
1.8K
$42.4K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.74K- 11.4% |
$40.7K - $41.4K
|
13.6K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.06K- 5.4% |
$71.4K - $72.5K
|
53.6K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.33K- 5.23% |
$77.7K - $78.9K
|
60.3K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.93K- 7.85% |
$162K - $164K
|
81.3K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-12.7K- 46.92% |
$296K - $300K
|
14.3K
$338K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.9K- 12.44% |
$418K - $424K
|
126K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-49.9K- 8.94% |
$1.16M - $1.18M
|
508K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.48M- 95.72% |
$104M - $106M
|
200K
$4.72M
|