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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 58.82% |
$23K - $23.4K
|
2.7K
$62.5K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
690New |
$15.9K - $16.2K
|
690
$16K
|
|
|
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
$586K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
15.5KNew |
$351K - $361K
|
15.5K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.7KNew |
$310K - $319K
|
13.7K
$317K
|
|
|
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
$240K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$271 - $279
|
12
$278
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.66K+ 192.77% |
$106K - $108K
|
7.08K
$164K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
357New |
$8.1K - $8.24K
|
357
$8.26K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.39K+ 4.79% |
$212K - $216K
|
206K
$4.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.38KNew |
$76.5K - $77.8K
|
3.38K
$78.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.74KNew |
$39.3K - $40K
|
1.74K
$40.2K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.54KNew |
$79.6K - $81.7K
|
3.54K
$82K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
600+ 150.0% |
$13.5K - $13.8K
|
1K
$23.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3KNew |
$491K - $511K
|
22.3K
$516K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 33.33% |
$9.92K - $10.3K
|
1.8K
$41.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
118New |
$2.6K - $2.71K
|
118
$2.73K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
455+ 24.01% |
$10.1K - $11K
|
2.35K
$54.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200New |
$4.46K - $4.83K
|
200
$4.63K
|
|