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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
42.3KNew |
$977K - $986K
|
42.3K
$985K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 5.14% |
$24.3K - $24.5K
|
19.4K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.1KNew |
$626K - $632K
|
27.1K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.3K+ 26.47% |
$861K - $868K
|
178K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.8K+ 11.14% |
$64.6K - $65.2K
|
27.9K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
31.2K+ 285.41% |
$720K - $726K
|
42.1K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.1K- 1.6% |
$48.4K - $48.8K
|
129K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-427K- 62.29% |
$9.85M - $9.93M
|
258K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
54.3KNew |
$1.25M - $1.27M
|
54.3K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$201K - $203K
|
8.71K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.6K+ 20.93% |
$821K - $828K
|
206K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.1K- 20.6% |
$602K - $607K
|
101K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6KNew |
$245K - $247K
|
10.6K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
28.3KNew |
$654K - $659K
|
28.3K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 38.42% |
$622K - $627K
|
97K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
500+ 5.68% |
$11.5K - $11.6K
|
9.31K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 0.72% |
$162 - $163
|
984
$22.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
42.1K+ 2.93% |
$973K - $981K
|
1.48M
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
708K+ 203.05% |
$16.3M - $16.5M
|
1.06M
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
9.69KNew |
$224K - $226K
|
9.69K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.06% |
$254 - $256
|
18.3K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
125+ 0.83% |
$2.89K - $2.91K
|
15.1K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.32KNew |
$215K - $217K
|
9.32K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
52.5KNew |
$1.21M - $1.22M
|
52.5K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
61K+ 304.9% |
$1.41M - $1.42M
|
81K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
783K+ 3032.53% |
$18.1M - $18.2M
|
809K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58K+ 52.1% |
$59.5K - $60K
|
7.52K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47+ 0.19% |
$1.08K - $1.09K
|
24.4K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.6K+ 8.5% |
$152K - $154K
|
84.2K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7KNew |
$292K - $295K
|
12.7K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
111K+ 31.37% |
$2.57M - $2.59M
|
466K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.97K+ 3.55% |
$161K - $162K
|
203K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
329K+ 77122.07% |
$7.58M - $7.65M
|
329K
$7.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.21KNew |
$213K - $214K
|
9.21K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.4KNew |
$840K - $848K
|
36.4K
$847K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.1KNew |
$417K - $421K
|
18.1K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.11K- 19.35% |
$71.7K - $72.3K
|
12.9K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.9K+ 2.47% |
$436K - $439K
|
784K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
244KNew |
$5.62M - $5.67M
|
244K
$5.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
271New |
$6.25K - $6.31K
|
271
$6.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 22.48% |
$4.17M - $4.21M
|
985K
$22.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
32.6K+ 243.45% |
$754K - $760K
|
46.1K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5K- 3.33% |
$115K - $116K
|
145K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-621K- 87.73% |
$14.3M - $14.5M
|
86.9K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.64K- 4.35% |
$153K - $154K
|
146K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.77K+ 34.94% |
$110K - $111K
|
18.4K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
535New |
$12.3K - $12.5K
|
535
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49+ 0.42% |
$1.13K - $1.14K
|
11.7K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
350+ 4.41% |
$8.08K - $8.15K
|
8.29K
$193K
|