Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-100K- 83.61% |
$2.33M - $2.34M
|
19.7K
$455K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45K- 33.91% |
$1.04M - $1.05M
|
87.7K
$2.03M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-32.6K- 4.85% |
$756K - $762K
|
640K
$14.8M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-23.4K- 99.24% |
$544K - $548K
|
179
$4.15K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 24.82% |
$348K - $351K
|
45.4K
$1.05M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.5K- 12.88% |
$128K - $129K
|
37.2K
$863K
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 12.65% |
$54.2K - $54.7K
|
16.1K
$374K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.94K- 15.6% |
$45K - $45.4K
|
10.5K
$243K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.9K- 7.92% |
$44.1K - $44.4K
|
22.1K
$512K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.23K- 11.13% |
$28.5K - $28.7K
|
9.79K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-906- 1.18% |
$21K - $21.2K
|
75.6K
$1.75M
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-670- 6.22% |
$15.5K - $15.7K
|
10.1K
$234K
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-297- 22.9% |
$6.89K - $6.94K
|
1K
$23.2K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-153- 2.46% |
$3.55K - $3.58K
|
6.07K
$141K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.67K- 16.5% |
$61.5K - $62.5K
|
13.5K
$313K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-919- 37.6% |
$21.2K - $21.5K
|
1.53K
$35.3K
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-790- 5.92% |
$18.2K - $18.5K
|
12.5K
$291K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 1.27% |
$2.3K - $2.34K
|
7.75K
$180K
|
|
Q4 2023 | |||||||
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.39% |
$45.2 - $46.5
|
509
$11.8K
|
|
Q3 2023 | |||||||
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2- 0.48% |
$45.4 - $46.1
|
412
$9.55K
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.91K- 36.74% |
$43K - $44.1K
|
3.3K
$76.3K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-223KClosed |
$4.97M - $5.22M
|
0
$0
|
|
Q1 2021 | |||||||
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|