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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-39.5K- 27.08% |
$914K - $921K
|
106K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-34.6K- 3.49% |
$802K - $808K
|
958K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.1K+ 40.62% |
$396K - $399K
|
59.2K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-10.3K- 7.1% |
$239K - $241K
|
135K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
951+ 7.52% |
$22K - $22.2K
|
13.6K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$69.5 - $70
|
987
$22.8K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.14K- 13.33% |
$49.5K - $49.9K
|
13.9K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.22K- 89.18% |
$190K - $192K
|
997
$23.1K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.71K- 15.51% |
$155K - $157K
|
36.6K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-618- 5.29% |
$14.3K - $14.4K
|
11.1K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
48.7K+ 14.81% |
$1.13M - $1.14M
|
378K
$8.74M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.15KNew |
$49.8K - $50.1K
|
2.15K
$49.8K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.42K+ 1.53% |
$126K - $126K
|
359K
$8.32M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4KNew |
$92.6K - $93.3K
|
4K
$92.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-475- 0.33% |
$11K - $11.1K
|
146K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.73K- 1.14% |
$40K - $40.3K
|
150K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
30.3K+ 90.44% |
$703K - $707K
|
63.9K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
291KNew |
$6.75M - $6.8M
|
291K
$6.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-353K- 69.81% |
$8.17M - $8.22M
|
152K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.63K+ 32.45% |
$177K - $178K
|
31.1K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.4K- 36.29% |
$356K - $358K
|
27K
$625K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.5K- 4.17% |
$34.8K - $35K
|
34.5K
$799K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.8K+ 3.9% |
$41.6K - $41.9K
|
47.9K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8KNew |
$365K - $368K
|
15.8K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14.2K+ 154.36% |
$329K - $331K
|
23.4K
$542K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 36.41% |
$8.31M - $8.36M
|
1.34M
$31.1M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
90+ 0.93% |
$2.08K - $2.1K
|
9.78K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-430- 1.09% |
$9.96K - $10K
|
39.1K
$904K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
14.5K+ 5.94% |
$335K - $338K
|
258K
$5.98M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
25+ 0.17% |
$579 - $583
|
15.1K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.79K- 4.68% |
$87.8K - $88.4K
|
77.2K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.79K- 33.25% |
$180K - $182K
|
15.6K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.9K+ 17.19% |
$599K - $603K
|
176K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.09K+ 3.49% |
$164K - $165K
|
210K
$4.87M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-814- 1.87% |
$18.9K - $19K
|
42.6K
$987K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.1K- 23.91% |
$465K - $468K
|
63.9K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.44K- 36.76% |
$219K - $220K
|
16.2K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.2K- 15.04% |
$561K - $565K
|
137K
$3.17M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
821+ 7.35% |
$19K - $19.1K
|
12K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.9K+ 17.45% |
$553K - $557K
|
161K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-229K- 15.47% |
$5.3M - $5.34M
|
1.25M
$29M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.66K- 3.67% |
$61.6K - $62K
|
69.8K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.4K- 41.87% |
$404K - $406K
|
24.2K
$560K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.52KNew |
$128K - $129K
|
5.52K
$128K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.76K- 74.33% |
$133K - $134K
|
1.99K
$46K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.37K- 9.9% |
$31.8K - $32K
|
12.5K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27K- 11.1% |
$624K - $628K
|
216K
$5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.7KNew |
$1.96M - $1.97M
|
84.7K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.5KNew |
$242K - $244K
|
10.5K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
469+ 1.98% |
$10.9K - $10.9K
|
24.2K
$560K
|