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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-621K- 87.73% |
$14.3M - $14.5M
|
86.9K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-427K- 62.29% |
$9.85M - $9.93M
|
258K
$6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-236K- 93.31% |
$5.44M - $5.48M
|
16.9K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-222K- 83.65% |
$5.13M - $5.17M
|
43.4K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.1K- 20.6% |
$602K - $607K
|
101K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-25.2K- 14.54% |
$581K - $586K
|
148K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-7.71K- 15.83% |
$178K - $179K
|
41K
$953K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.53K- 19.34% |
$174K - $175K
|
31.4K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.01K- 30.37% |
$162K - $163K
|
16.1K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.64K- 4.35% |
$153K - $154K
|
146K
$3.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5K- 3.33% |
$115K - $116K
|
145K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.68K- 2.82% |
$108K - $109K
|
161K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.04K- 25.82% |
$93.2K - $94K
|
11.6K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.17K- 0.62% |
$73.2K - $73.8K
|
505K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.11K- 19.35% |
$71.7K - $72.3K
|
12.9K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.1K- 1.6% |
$48.4K - $48.8K
|
129K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.06K- 1.03% |
$47.6K - $48K
|
198K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.99K- 99.95% |
$45.9K - $46.3K
|
1
$23.3
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.58K- 1.85% |
$36.6K - $36.9K
|
83.9K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 2.08% |
$35.5K - $35.8K
|
72.4K
$1.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 5.14% |
$24.3K - $24.5K
|
19.4K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-765- 6.63% |
$17.7K - $17.8K
|
10.8K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-477- 1.08% |
$11K - $11.1K
|
43.8K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-423- 1.77% |
$9.76K - $9.85K
|
23.4K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-147- 2.19% |
$3.39K - $3.42K
|
6.58K
$153K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-57- 0.22% |
$1.32K - $1.33K
|
25.7K
$597K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-66.4K- 6.82% |
$1.53M - $1.55M
|
907K
$21.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-7.3K- 69.56% |
$168K - $170K
|
3.2K
$74.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.2K- 32.2% |
$120K - $121K
|
10.9K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.15K- 17.66% |
$49.5K - $50.1K
|
10K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-108- 13.45% |
$2.49K - $2.52K
|
695
$16.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-40Closed |
$921 - $932
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-23.4K- 99.24% |
$544K - $548K
|
179
$4.16K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 24.82% |
$348K - $351K
|
45.4K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-297- 22.9% |
$6.89K - $6.94K
|
1K
$23.3K
|
|
|
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
$314K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-919- 37.6% |
$21.2K - $21.5K
|
1.53K
$35.5K
|
|
|
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
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.91K- 36.74% |
$43K - $44.1K
|
3.3K
$76.6K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-223KClosed |
$4.92M - $5.22M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|