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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.2K- 4.05% |
$993K - $1.01M
|
1.02M
$23.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
66.8K+ 7.39% |
$1.53M - $1.55M
|
970K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 27.19% |
$277K - $280K
|
32.2K
$747K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10K- 44.02% |
$230K - $233K
|
12.7K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40K- 15.62% |
$919K - $930K
|
216K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
153+ 1.12% |
$3.52K - $3.56K
|
13.8K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.6K+ 181.72% |
$934K - $946K
|
63K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49+ 0.56% |
$1.13K - $1.14K
|
8.79K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-28.6K- 39.04% |
$658K - $667K
|
44.7K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.95K- 14.64% |
$90.8K - $91.9K
|
23K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.68K+ 0.93% |
$107K - $109K
|
510K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.71K- 5.68% |
$108K - $110K
|
78.2K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.2K- 30.8% |
$419K - $425K
|
41K
$950K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
8.89KNew |
$204K - $207K
|
8.89K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2KNew |
$281K - $284K
|
12.2K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
41+ 0.42% |
$942 - $954
|
9.86K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18New |
$414 - $419
|
18
$417
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5KNew |
$265K - $268K
|
11.5K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.99K+ 26.91% |
$68.6K - $69.5K
|
14.1K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.01K+ 1.33% |
$115K - $117K
|
383K
$8.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.2K+ 62.0% |
$556K - $563K
|
63.3K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-403K- 42.09% |
$9.26M - $9.38M
|
555K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.22K- 38.31% |
$143K - $145K
|
10K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-1.01K- 1.29% |
$23.3K - $23.6K
|
77.9K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.7K+ 31.92% |
$108K - $109K
|
19.4K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
79.5K+ 113.87% |
$1.83M - $1.85M
|
149K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.5K+ 18.8% |
$402K - $407K
|
111K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.4KNew |
$263K - $266K
|
11.4K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
189+ 2.15% |
$4.34K - $4.4K
|
9K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-51K- 9.55% |
$1.17M - $1.19M
|
483K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.24K- 2.74% |
$51.4K - $52.1K
|
79.4K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.3K- 5.62% |
$191K - $193K
|
139K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 0.78% |
$27.2K - $27.5K
|
151K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.53KNew |
$196K - $198K
|
8.53K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.6K- 5.59% |
$36.7K - $37.1K
|
26.9K
$624K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.1K- 54.0% |
$324K - $328K
|
12K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.19K- 12.17% |
$119K - $121K
|
37.4K
$868K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
8.35K+ 3.24% |
$192K - $194K
|
267K
$6.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.89K+ 11.97% |
$66.5K - $67.3K
|
27.1K
$627K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
492+ 6.25% |
$11.3K - $11.4K
|
8.37K
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$408K - $413K
|
17.8K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.49K+ 32.01% |
$172K - $174K
|
30.9K
$716K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.5K+ 1.23% |
$379K - $384K
|
1.36M
$31.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.51K+ 8.0% |
$195K - $198K
|
115K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.9KNew |
$596K - $603K
|
25.9K
$601K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
22.3K+ 2225.5% |
$511K - $518K
|
23.3K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
10KNew |
$230K - $233K
|
10K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.36K- 8.13% |
$100K - $101K
|
49.3K
$1.14M
|