Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
338K+ 40.4% |
$7.55M - $8.02M
|
1.17M
$27.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
171K+ 600.41% |
$3.83M - $4.07M
|
200K
$4.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
96.4KNew |
$2.15M - $2.29M
|
96.4K
$2.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.4K+ 68.61% |
$1.51M - $1.6M
|
166K
$3.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
54.3K+ 15.45% |
$1.21M - $1.29M
|
406K
$9.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.4K+ 20.18% |
$858K - $911K
|
229K
$5.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 45.13% |
$820K - $871K
|
118K
$2.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.8K+ 8.58% |
$442K - $469K
|
250K
$5.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7KNew |
$419K - $445K
|
18.7K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.9K+ 78.27% |
$355K - $377K
|
36.2K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 2.66% |
$302K - $320K
|
521K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
12.7KNew |
$284K - $301K
|
12.7K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.6KNew |
$259K - $274K
|
11.6K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.4KNew |
$256K - $271K
|
11.4K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.3K+ 12.66% |
$230K - $244K
|
91.4K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10KNew |
$225K - $238K
|
10K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
9.68KNew |
$216K - $230K
|
9.68K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.5KNew |
$212K - $225K
|
9.5K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.21KNew |
$206K - $219K
|
9.21K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.75K+ 30.78% |
$196K - $208K
|
37.2K
$881K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.61K+ 4.48% |
$193K - $204K
|
201K
$4.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.45K+ 4.45% |
$189K - $200K
|
198K
$4.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.2K+ 16.2% |
$183K - $194K
|
58.8K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
7.97K+ 61.38% |
$178K - $189K
|
21K
$497K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.11K+ 7.6% |
$159K - $169K
|
101K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 9.24% |
$104K - $111K
|
55.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.61K+ 7.87% |
$103K - $109K
|
63.2K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.14K+ 1.28% |
$92.5K - $98.2K
|
327K
$7.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.11K+ 471.64% |
$91.9K - $97.5K
|
4.98K
$118K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.8K+ 52.78% |
$85K - $90.2K
|
11K
$261K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.24K+ 23.89% |
$72.4K - $76.8K
|
16.8K
$398K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.93KNew |
$43K - $45.7K
|
1.93K
$45.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.57K+ 2.63% |
$35K - $37.1K
|
61.1K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.52KNew |
$33.9K - $36K
|
1.52K
$36K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.01K+ 2.11% |
$22.5K - $23.9K
|
48.7K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
350+ 77.78% |
$7.83K - $8.31K
|
800
$19K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
262+ 0.08% |
$5.86K - $6.22K
|
319K
$7.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 1.66% |
$291 - $308
|
797
$18.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 2.46% |
$291 - $308
|
542
$12.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-135- 1.17% |
$3.02K - $3.2K
|
11.4K
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-230- 25.56% |
$5.14K - $5.46K
|
670
$15.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-645- 1.2% |
$14.4K - $15.3K
|
52.9K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-750- 2.58% |
$16.8K - $17.8K
|
28.3K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.24K- 12.99% |
$27.6K - $29.3K
|
8.27K
$196K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.43K- 9.99% |
$32K - $34K
|
12.9K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.13K- 10.2% |
$47.7K - $50.6K
|
18.8K
$446K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.21K- 13.37% |
$49.4K - $52.4K
|
14.3K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.01K- 0.28% |
$67.2K - $71.3K
|
1.06M
$25.2M
|