Latest Institutional Transactions on Ishares Ibonds 2025 Term High (IBHE)
This table provides information on the latest institutional transactions involving Ishares Ibonds 2025 Term High (IBHE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$258K - $261K
|
11.2K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30+ 0.22% |
$689 - $698
|
13.4K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
732+ 3.73% |
$16.8K - $17K
|
20.4K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
412+ 0.96% |
$9.47K - $9.59K
|
43.4K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.69K+ 41.22% |
$200K - $202K
|
29.8K
$689K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-109K- 41.49% |
$2.5M - $2.54M
|
154K
$3.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-5.84K- 19.06% |
$134K - $136K
|
24.8K
$574K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
752+ 1.02% |
$17.3K - $17.5K
|
74.8K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1KNew |
$23K - $23.3K
|
1K
$23.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.04K+ 13.75% |
$69.7K - $70.6K
|
25.1K
$581K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.25K- 6.94% |
$51.6K - $52.2K
|
30.1K
$696K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.59K- 3.42% |
$59.6K - $60.3K
|
73.2K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.84K+ 1.95% |
$111K - $113K
|
253K
$5.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7K+ 29.6% |
$161K - $163K
|
30.6K
$709K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.37K+ 1.1% |
$54.6K - $55.2K
|
218K
$5.05M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.43K- 0.94% |
$56.3K - $56.7K
|
256K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40K- 47.45% |
$926K - $932K
|
44.3K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-55.5K- 43.06% |
$1.29M - $1.29M
|
73.4K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.87K- 22.63% |
$66.5K - $67K
|
9.82K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.7K- 37.56% |
$317K - $319K
|
22.7K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
78.9KNew |
$1.83M - $1.84M
|
78.9K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.4% |
$811 - $816
|
8.74K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 0.96% |
$235K - $236K
|
1.07M
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-30.4K- 17.07% |
$704K - $709K
|
148K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-666K- 97.24% |
$15.4M - $15.5M
|
18.9K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.43KNew |
$195K - $197K
|
8.43K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.39K- 29.47% |
$125K - $126K
|
12.9K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3KNew |
$610K - $614K
|
26.3K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-500- 5.37% |
$11.6K - $11.7K
|
8.81K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
67.8K+ 14.54% |
$1.57M - $1.58M
|
534K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.39K- 7.35% |
$171K - $172K
|
93.1K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
587+ 2.1% |
$13.6K - $13.7K
|
28.5K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.3K- 6.1% |
$123K - $124K
|
81.6K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.73K- 15.32% |
$86.4K - $87K
|
20.6K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.78K- 16.77% |
$41.2K - $41.5K
|
8.83K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 112.0% |
$478K - $481K
|
39K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.1KNew |
$605K - $609K
|
26.1K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$518K - $521K
|
22.4K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$2.34K - $2.36K
|
101
$2.34K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.17K- 68.66% |
$96.6K - $97.2K
|
1.9K
$44.1K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
36.1K+ 205.42% |
$835K - $841K
|
53.6K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82.9KNew |
$1.92M - $1.93M
|
82.9K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.2K- 28.05% |
$630K - $635K
|
69.8K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09KNew |
$25.2K - $25.4K
|
1.09K
$25.2K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11.1KNew |
$257K - $259K
|
11.1K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-279K- 35.56% |
$6.46M - $6.5M
|
505K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-206- 0.38% |
$4.77K - $4.8K
|
54.1K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-1.51K- 2.88% |
$35K - $35.2K
|
51K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-283K- 98.91% |
$6.56M - $6.61M
|
3.11K
$72K
|
|