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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.8K+ 3.9% |
$41.6K - $41.9K
|
47.9K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09KNew |
$25.2K - $25.4K
|
1.09K
$25.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
951+ 7.52% |
$22K - $22.2K
|
13.6K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
821+ 7.35% |
$19K - $19.1K
|
12K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
587+ 2.1% |
$13.6K - $13.7K
|
28.5K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
469+ 1.98% |
$10.9K - $10.9K
|
24.2K
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
223+ 1.88% |
$5.16K - $5.2K
|
12.1K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
118+ 1.11% |
$2.73K - $2.75K
|
10.7K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$2.34K - $2.36K
|
101
$2.34K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
90+ 0.93% |
$2.08K - $2.1K
|
9.78K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.4% |
$811 - $816
|
8.74K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 1.1% |
$811 - $816
|
3.23K
$74.8K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
25+ 0.17% |
$579 - $583
|
15.1K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
13+ 0.99% |
$301 - $303
|
1.33K
$30.7K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$69.5 - $70
|
987
$22.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
28.3KNew |
$654K - $659K
|
28.3K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.1KNew |
$626K - $632K
|
27.1K
$628K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.1KNew |
$417K - $421K
|
18.1K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
17.3KNew |
$400K - $404K
|
17.3K
$401K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 7.08% |
$249K - $251K
|
163K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.32KNew |
$215K - $217K
|
9.32K
$216K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9.24KNew |
$213K - $215K
|
9.24K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58K+ 52.1% |
$59.5K - $60K
|
7.52K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
535New |
$12.3K - $12.5K
|
535
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
378New |
$8.72K - $8.8K
|
378
$8.75K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
323+ 3.22% |
$7.45K - $7.52K
|
10.3K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
271New |
$6.25K - $6.31K
|
271
$6.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
82+ 1.05% |
$1.89K - $1.91K
|
7.88K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49+ 0.42% |
$1.13K - $1.14K
|
11.7K
$270K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
112K+ 159.37% |
$2.58M - $2.61M
|
182K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
85.5KNew |
$1.97M - $1.99M
|
85.5K
$1.98M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
39.8KNew |
$917K - $928K
|
39.8K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.4KNew |
$332K - $336K
|
14.4K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.23KNew |
$167K - $168K
|
7.23K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.09K+ 32.63% |
$94.3K - $95.4K
|
16.6K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.74K+ 25.03% |
$40K - $40.5K
|
8.68K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
368+ 16.18% |
$8.48K - $8.57K
|
2.64K
$61.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$46.1 - $46.6
|
10.1K
$234K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
63KNew |
$1.46M - $1.47M
|
63K
$1.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
32.7KNew |
$757K - $763K
|
32.7K
$756K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
28.9K+ 124.05% |
$670K - $675K
|
52.2K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13.7K+ 7156.25% |
$319K - $321K
|
13.9K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.39K+ 41.09% |
$218K - $219K
|
32.2K
$746K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
463New |
$10.7K - $10.8K
|
463
$10.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
400New |
$9.28K - $9.35K
|
400
$9.26K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
227+ 2.03% |
$5.26K - $5.3K
|
11.4K
$265K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.6K+ 19.28% |
$866K - $881K
|
233K
$5.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.68KNew |
$200K - $203K
|
8.68K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.05K+ 681.73% |
$47.3K - $48.1K
|
2.35K
$54.5K
|
|