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 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
57.6K+ 19.76% |
$1.32M - $1.34M
|
349K
$8.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
54.4KNew |
$1.25M - $1.27M
|
54.4K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
38.8K+ 4.65% |
$891K - $902K
|
872K
$20.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.1K+ 18.78% |
$760K - $770K
|
209K
$4.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.9KNew |
$596K - $603K
|
25.9K
$601K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
25.4KNew |
$583K - $591K
|
25.4K
$588K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23K+ 11.01% |
$529K - $536K
|
232K
$5.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
22.3K+ 2225.5% |
$511K - $518K
|
23.3K
$539K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
19.4K+ 52.22% |
$445K - $451K
|
56.4K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$408K - $413K
|
17.8K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.5K+ 1.23% |
$379K - $384K
|
1.36M
$31.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2KNew |
$281K - $284K
|
12.2K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.5K+ 5.34% |
$265K - $268K
|
227K
$5.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$258K - $261K
|
11.2K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
10KNew |
$230K - $233K
|
10K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.62K+ 12.46% |
$221K - $224K
|
86.8K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.69K+ 41.22% |
$200K - $202K
|
29.8K
$690K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
8.6KNew |
$198K - $200K
|
8.6K
$199K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.53KNew |
$196K - $198K
|
8.53K
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.51K+ 8.0% |
$195K - $198K
|
115K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
8.35K+ 3.24% |
$192K - $194K
|
267K
$6.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.69K+ 139.42% |
$177K - $179K
|
13.2K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.49K+ 32.01% |
$172K - $174K
|
30.9K
$716K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
7.08K+ 59.31% |
$163K - $165K
|
19K
$441K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
7.08K+ 8.75% |
$163K - $165K
|
88K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7K+ 29.6% |
$161K - $163K
|
30.6K
$710K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.23K+ 57.95% |
$143K - $145K
|
17K
$394K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.84K+ 1.95% |
$111K - $113K
|
253K
$5.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.43K+ 5.37% |
$78.9K - $79.9K
|
67.3K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.25K+ 23.38% |
$74.7K - $75.6K
|
17.1K
$397K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.04K+ 13.75% |
$69.7K - $70.6K
|
25.1K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.89K+ 11.97% |
$66.5K - $67.3K
|
27.1K
$627K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.37K+ 1.1% |
$54.6K - $55.2K
|
218K
$5.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.09K+ 13.84% |
$48.1K - $48.7K
|
17.2K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.97KNew |
$45.2K - $45.7K
|
1.97K
$45.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.65K+ 1.03% |
$37.9K - $38.4K
|
163K
$3.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.55K+ 10.56% |
$35.6K - $36.1K
|
16.2K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.55K+ 18.35% |
$35.6K - $36K
|
9.98K
$231K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 1.3% |
$25.3K - $25.7K
|
85.8K
$1.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1KNew |
$23K - $23.3K
|
1K
$23.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
979+ 2.04% |
$22.5K - $22.8K
|
48.9K
$1.13M
|
|
|
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
$472K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
492+ 6.25% |
$11.3K - $11.4K
|
8.37K
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
479+ 4.58% |
$11K - $11.1K
|
10.9K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
412+ 0.96% |
$9.47K - $9.59K
|
43.4K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$9.19K - $9.31K
|
400
$9.27K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
390+ 1.13% |
$8.96K - $9.08K
|
34.9K
$809K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
307+ 0.57% |
$7.05K - $7.14K
|
54.4K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
129+ 1.32% |
$2.96K - $3K
|
9.91K
$230K
|