Latest Institutional Purchases of Ishares Ibonds 2025 Term High (IBHE)
This list provides information on the latest institutional transactions involving Ishares Ibonds 2025 Term High (IBHE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.69K+ 41.22% |
$200K - $202K
|
29.8K
$689K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7K+ 29.6% |
$161K - $163K
|
30.6K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.84K+ 1.95% |
$111K - $113K
|
253K
$5.85M
|
|
|
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 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.37K+ 1.1% |
$54.6K - $55.2K
|
218K
$5.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1KNew |
$23K - $23.3K
|
1K
$23.2K
|
|
|
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 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 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
30+ 0.22% |
$689 - $698
|
13.4K
$310K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 36.41% |
$8.31M - $8.36M
|
1.34M
$31.1M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
291KNew |
$6.75M - $6.8M
|
291K
$6.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.7KNew |
$1.96M - $1.97M
|
84.7K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82.9KNew |
$1.92M - $1.93M
|
82.9K
$1.92M
|
|
|
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
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
67.8K+ 14.54% |
$1.57M - $1.58M
|
534K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
48.7K+ 14.81% |
$1.13M - $1.14M
|
378K
$8.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
36.2K+ 4211.28% |
$839K - $845K
|
37.1K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
36.1K+ 205.42% |
$835K - $841K
|
53.6K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
34.9K+ 75.66% |
$807K - $813K
|
80.9K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
30.3K+ 90.44% |
$703K - $707K
|
63.9K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
29.7K+ 4.15% |
$687K - $692K
|
744K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3KNew |
$610K - $614K
|
26.3K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.1KNew |
$605K - $609K
|
26.1K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.9K+ 17.19% |
$599K - $603K
|
176K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.3K+ 3.0% |
$562K - $566K
|
833K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.9K+ 17.45% |
$553K - $557K
|
161K
$3.72M
|
|
|
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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 112.0% |
$478K - $481K
|
39K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.1K+ 40.62% |
$396K - $399K
|
59.2K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8KNew |
$365K - $368K
|
15.8K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
14.5K+ 5.94% |
$335K - $338K
|
258K
$5.98M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14.2K+ 154.36% |
$329K - $331K
|
23.4K
$542K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11.1KNew |
$257K - $259K
|
11.1K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.5KNew |
$242K - $244K
|
10.5K
$242K
|
|
|
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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.43KNew |
$195K - $197K
|
8.43K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.63K+ 32.45% |
$177K - $178K
|
31.1K
$721K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.09K+ 3.49% |
$164K - $165K
|
210K
$4.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
6.17K+ 8.21% |
$143K - $144K
|
81.2K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.75K+ 11.01% |
$133K - $134K
|
58K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.52KNew |
$128K - $129K
|
5.52K
$128K
|
|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.7K+ 1.8% |
$85.7K - $86.3K
|
209K
$4.84M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.15KNew |
$49.8K - $50.1K
|
2.15K
$49.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.01K+ 255.8% |
$46.5K - $46.8K
|
2.79K
$64.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.99K+ 198700.0% |
$46K - $46.3K
|
1.99K
$46K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.94K+ 19.41% |
$45K - $45.3K
|
11.9K
$276K
|
|