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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
992KNew |
$22.9M - $23.1M
|
992K
$23M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
210KNew |
$4.85M - $4.89M
|
210K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 22.48% |
$4.17M - $4.21M
|
985K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
102K+ 73.39% |
$2.36M - $2.38M
|
241K
$5.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
62.1K+ 9.98% |
$1.43M - $1.45M
|
685K
$15.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.2KNew |
$1.2M - $1.22M
|
52.2K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.6K+ 42.22% |
$1.03M - $1.04M
|
150K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.6K+ 20.67% |
$960K - $968K
|
243K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
41.1K+ 23.23% |
$949K - $957K
|
218K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37.1K+ 5.47% |
$855K - $863K
|
715K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.5KNew |
$774K - $781K
|
33.5K
$777K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.6K+ 22.95% |
$590K - $595K
|
137K
$3.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
23.7KNew |
$547K - $552K
|
23.7K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
23.4K+ 107.76% |
$539K - $544K
|
45K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
21.8KNew |
$503K - $508K
|
21.8K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21KNew |
$485K - $490K
|
21K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.9K+ 93.18% |
$482K - $486K
|
43.3K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 5.29% |
$410K - $414K
|
354K
$8.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.6K+ 6.56% |
$407K - $410K
|
286K
$6.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
17.3KNew |
$400K - $404K
|
17.3K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13.9KNew |
$320K - $322K
|
13.9K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.4K+ 10.11% |
$309K - $312K
|
146K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13K+ 27.29% |
$299K - $302K
|
60.4K
$1.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$293K - $295K
|
12.7K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8KNew |
$273K - $276K
|
11.8K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.2KNew |
$258K - $260K
|
11.2K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
10KNew |
$231K - $233K
|
10K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.43K+ 13.01% |
$172K - $173K
|
64.6K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.4K+ 5.14% |
$171K - $172K
|
151K
$3.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
7.3K+ 10.78% |
$169K - $170K
|
75.1K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.91K+ 14.2% |
$113K - $114K
|
39.5K
$915K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.78K+ 37.39% |
$110K - $111K
|
17.6K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.77K+ 34.94% |
$110K - $111K
|
18.4K
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.45K+ 6.16% |
$103K - $104K
|
76.7K
$1.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.58K+ 1.52% |
$82.7K - $83.4K
|
239K
$5.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.54K+ 28.03% |
$81.7K - $82.5K
|
16.2K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.41K+ 17.91% |
$55.6K - $56.1K
|
15.9K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.41K+ 11.41% |
$55.6K - $56K
|
23.5K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.15K+ 4.88% |
$49.6K - $50K
|
46.1K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
860New |
$19.8K - $20K
|
860
$19.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
804+ 43.7% |
$18.6K - $18.7K
|
2.64K
$61.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
787+ 5.16% |
$18.2K - $18.3K
|
16K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
546+ 1.54% |
$12.6K - $12.7K
|
36K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
535New |
$12.3K - $12.5K
|
535
$12.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
431+ 4.92% |
$9.95K - $10K
|
9.2K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
378New |
$8.72K - $8.8K
|
378
$8.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
350+ 4.41% |
$8.08K - $8.15K
|
8.29K
$192K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
337+ 0.82% |
$7.78K - $7.85K
|
41.6K
$965K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
271New |
$6.25K - $6.31K
|
271
$6.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
108+ 0.93% |
$2.49K - $2.51K
|
11.7K
$271K
|