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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
841+ 5.95% |
$19.4K - $19.6K
|
15K
$349K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
743+ 7.58% |
$17.1K - $17.3K
|
10.5K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
696+ 6.37% |
$16K - $16.2K
|
11.6K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
645+ 8.85% |
$14.9K - $15K
|
7.94K
$185K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
458+ 1.31% |
$10.5K - $10.7K
|
35.5K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
414+ 23.85% |
$9.53K - $9.65K
|
2.15K
$50K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
368+ 16.18% |
$8.48K - $8.57K
|
2.64K
$61.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
348+ 1.77% |
$8.01K - $8.11K
|
20K
$466K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
227+ 3.49% |
$5.23K - $5.29K
|
6.72K
$156K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
183+ 1.21% |
$4.21K - $4.26K
|
15.2K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
175+ 1.54% |
$4.03K - $4.08K
|
11.6K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
169+ 0.2% |
$3.89K - $3.94K
|
85.5K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
135+ 0.33% |
$3.11K - $3.15K
|
41.3K
$961K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
68+ 0.88% |
$1.57K - $1.58K
|
7.79K
$181K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
54+ 0.23% |
$1.24K - $1.26K
|
23.9K
$555K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50+ 0.27% |
$1.15K - $1.17K
|
18.3K
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27+ 0.1% |
$622 - $629
|
25.8K
$601K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
23+ 1.82% |
$530 - $536
|
1.29K
$29.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$46.1 - $46.6
|
10.1K
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
249KNew |
$5.77M - $5.81M
|
249K
$5.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
63KNew |
$1.46M - $1.47M
|
63K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.4KNew |
$1.08M - $1.08M
|
46.4K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
32.7KNew |
$757K - $763K
|
32.7K
$760K
|
|
|
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
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.39K+ 41.09% |
$218K - $219K
|
32.2K
$750K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.19K+ 13.08% |
$190K - $191K
|
70.9K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.2KNew |
$51K - $51.4K
|
2.2K
$51.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.84KNew |
$42.7K - $43K
|
1.84K
$42.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.12K+ 10.69% |
$25.9K - $26.1K
|
11.5K
$269K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
463New |
$10.7K - $10.8K
|
463
$10.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
400New |
$9.28K - $9.35K
|
400
$9.31K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
277+ 0.81% |
$6.42K - $6.47K
|
34.6K
$805K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
227+ 2.03% |
$5.26K - $5.3K
|
11.4K
$266K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.6KNew |
$1.03M - $1.05M
|
44.6K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.6K+ 19.28% |
$866K - $881K
|
233K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7KNew |
$314K - $320K
|
13.7K
$318K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4KNew |
$263K - $267K
|
11.4K
$265K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.68KNew |
$200K - $203K
|
8.68K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.05K+ 681.73% |
$47.3K - $48.1K
|
2.35K
$54.8K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 58.82% |
$23K - $23.4K
|
2.7K
$62.8K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
690New |
$15.9K - $16.2K
|
690
$16.1K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
25.3KNew |
$572K - $588K
|
25.3K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
15.5KNew |
$351K - $361K
|
15.5K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.7KNew |
$310K - $319K
|
13.7K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5KNew |
$113K - $116K
|
5K
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
250+ 2.48% |
$5.66K - $5.82K
|
10.4K
$241K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$271 - $279
|
12
$279
|
|