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 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
96.4KNew |
$2.15M - $2.29M
|
96.4K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
54.3K+ 15.45% |
$1.21M - $1.29M
|
406K
$9.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.7K+ 45.13% |
$820K - $871K
|
118K
$2.79M
|
|
|
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
$856K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.3K+ 12.66% |
$230K - $244K
|
91.4K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
9.68KNew |
$216K - $230K
|
9.68K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
8.61K+ 4.48% |
$193K - $204K
|
201K
$4.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.45K+ 4.45% |
$189K - $200K
|
198K
$4.69M
|
|
|
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
$496K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.11K+ 7.6% |
$159K - $169K
|
101K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 9.24% |
$104K - $111K
|
55.1K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.14K+ 1.28% |
$92.5K - $98.2K
|
327K
$7.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.8K+ 52.78% |
$85K - $90.2K
|
11K
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.24K+ 23.89% |
$72.4K - $76.8K
|
16.8K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.93KNew |
$43K - $45.7K
|
1.93K
$45.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.57K+ 2.63% |
$35K - $37.1K
|
61.1K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.52KNew |
$33.9K - $36K
|
1.52K
$35.9K
|
|
|
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
$18.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
262+ 0.08% |
$5.86K - $6.22K
|
319K
$7.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 2.46% |
$291 - $308
|
542
$12.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 1.66% |
$291 - $308
|
797
$18.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-230- 25.56% |
$5.14K - $5.46K
|
670
$15.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.43K- 9.99% |
$32K - $34K
|
12.9K
$305K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.6K- 24.21% |
$326K - $346K
|
45.7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-148K- 73.85% |
$3.3M - $3.51M
|
52.3K
$1.24M
|