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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-27.6K- 55.16% |
$636K - $642K
|
22.4K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13.9KNew |
$320K - $322K
|
13.9K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.41K+ 11.41% |
$55.6K - $56K
|
23.5K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 22.95% |
$590K - $595K
|
137K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.6K+ 20.67% |
$960K - $968K
|
243K
$5.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-423- 1.77% |
$9.76K - $9.85K
|
23.4K
$546K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
27+ 2.1% |
$623 - $629
|
1.31K
$30.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.17K- 0.62% |
$73.2K - $73.8K
|
505K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.01K- 30.37% |
$162K - $163K
|
16.1K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.78K+ 37.39% |
$110K - $111K
|
17.6K
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
860New |
$19.8K - $20K
|
860
$20K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
787+ 5.16% |
$18.2K - $18.3K
|
16K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
769New |
$17.7K - $17.9K
|
769
$17.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.41K+ 17.91% |
$55.6K - $56.1K
|
15.9K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
10KNew |
$231K - $233K
|
10K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.99K- 99.95% |
$45.9K - $46.3K
|
1
$23.3
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-477- 1.08% |
$11K - $11.1K
|
43.8K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
102K+ 73.39% |
$2.36M - $2.38M
|
241K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21KNew |
$485K - $490K
|
21K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8KNew |
$273K - $276K
|
11.8K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-236K- 93.31% |
$5.44M - $5.48M
|
16.9K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86+ 0.82% |
$1.98K - $2K
|
10.6K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-57- 0.22% |
$1.32K - $1.33K
|
25.7K
$598K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.43K+ 13.01% |
$172K - $173K
|
64.6K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
41.1K+ 23.23% |
$949K - $957K
|
218K
$5.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.45K+ 6.16% |
$103K - $104K
|
76.7K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.53K- 19.34% |
$174K - $175K
|
31.4K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37.1K+ 5.47% |
$855K - $863K
|
715K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.54K+ 28.03% |
$81.7K - $82.5K
|
16.2K
$377K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$293K - $295K
|
12.7K
$295K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.2KNew |
$1.2M - $1.22M
|
52.2K
$1.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.58K+ 1.52% |
$82.7K - $83.4K
|
239K
$5.57M
|
|
| Q3 2024 | |||||||
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
17.1K+ 6.87% |
$393K - $398K
|
266K
$6.18M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.71K- 7.72% |
$39.5K - $39.9K
|
20.5K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.97K+ 1.81% |
$138K - $139K
|
336K
$7.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
58.7K+ 81.29% |
$1.35M - $1.37M
|
131K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.09K+ 32.63% |
$94.3K - $95.4K
|
16.6K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.21K+ 10.01% |
$51K - $51.6K
|
24.3K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.14K+ 11.59% |
$26.1K - $26.4K
|
10.9K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.4KNew |
$332K - $336K
|
14.4K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 11.45% |
$231K - $234K
|
77.6K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-285K- 99.85% |
$6.56M - $6.64M
|
426
$9.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.92K+ 5.17% |
$159K - $161K
|
141K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-535K- 43.87% |
$12.3M - $12.5M
|
685K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.7K+ 5.99% |
$454K - $459K
|
349K
$8.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77.3K- 37.92% |
$1.78M - $1.8M
|
127K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
85.9K+ 31.95% |
$1.98M - $2M
|
355K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-86.2K- 55.14% |
$1.98M - $2.01M
|
70.1K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
348+ 1.77% |
$8.01K - $8.11K
|
20K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.7K+ 10.66% |
$1.7M - $1.72M
|
765K
$17.8M
|
|