Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2029 Term Hi (IBHI) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2029 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
356KNew |
$8.24M - $8.46M
|
356K
$8.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
296K+ 3003.19% |
$6.85M - $7.03M
|
306K
$7.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
194K+ 2262.11% |
$4.49M - $4.61M
|
202K
$4.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
188K+ 1499.1% |
$4.36M - $4.48M
|
201K
$4.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
176K+ 61.35% |
$4.08M - $4.19M
|
463K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 62.95% |
$2.95M - $3.03M
|
329K
$7.71M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
118K+ 5356.41% |
$2.73M - $2.8M
|
120K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
74.2KNew |
$1.72M - $1.76M
|
74.2K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.9K+ 27.3% |
$1.43M - $1.47M
|
289K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
55.7KNew |
$1.29M - $1.32M
|
55.7K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
54.1KNew |
$1.25M - $1.29M
|
54.1K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
41.4K+ 390.24% |
$958K - $984K
|
52K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.1K+ 30.04% |
$581K - $597K
|
109K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17KNew |
$394K - $405K
|
17K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.9KNew |
$344K - $353K
|
14.9K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$276K - $283K
|
11.9K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 3.93% |
$272K - $279K
|
310K
$7.26M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 38.63% |
$247K - $254K
|
38.3K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$243K - $249K
|
10.5K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
10.1KNew |
$234K - $240K
|
10.1K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.44K+ 22.2% |
$219K - $225K
|
52K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
5.14K+ 11.01% |
$119K - $122K
|
51.8K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.44K+ 11.57% |
$103K - $106K
|
42.8K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.75K+ 15.64% |
$86.8K - $89.2K
|
27.7K
$649K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.55K+ 13.5% |
$82.1K - $84.4K
|
29.8K
$698K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.33K+ 20.3% |
$77.1K - $79.2K
|
19.7K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.67K+ 29.65% |
$61.7K - $63.4K
|
11.7K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.47KNew |
$57.2K - $58.8K
|
2.47K
$57.8K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.86K+ 4.05% |
$43K - $44.2K
|
47.7K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.6K+ 253.09% |
$37K - $38K
|
2.23K
$52.1K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.44KNew |
$33.3K - $34.2K
|
1.44K
$33.7K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
844+ 9.74% |
$19.5K - $20.1K
|
9.51K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
425+ 17.89% |
$9.84K - $10.1K
|
2.8K
$65.5K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
258+ 2.77% |
$5.97K - $6.14K
|
9.57K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
230+ 25.5% |
$5.32K - $5.47K
|
1.13K
$26.5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66New |
$1.53K - $1.57K
|
66
$1.54K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.17% |
$208 - $214
|
780
$18.2K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 1.22% |
$116 - $119
|
414
$9.68K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-323- 0.81% |
$7.48K - $7.68K
|
39.8K
$930K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-927- 28.74% |
$21.5K - $22K
|
2.3K
$53.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.77K- 4.82% |
$64.2K - $65.9K
|
54.7K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-12.7K- 49.71% |
$293K - $301K
|
12.8K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.2K- 25.15% |
$607K - $624K
|
78.1K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-176K- 87.52% |
$4.08M - $4.19M
|
25.1K
$587K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-194K- 95.69% |
$4.48M - $4.61M
|
8.72K
$204K
|