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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-109K- 41.49% |
$2.5M - $2.54M
|
154K
$3.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-5.84K- 19.06% |
$134K - $136K
|
24.8K
$574K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.59K- 3.42% |
$59.6K - $60.3K
|
73.2K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.25K- 6.94% |
$51.6K - $52.2K
|
30.1K
$696K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-666K- 97.24% |
$15.4M - $15.5M
|
18.9K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-353K- 69.81% |
$8.17M - $8.22M
|
152K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-283K- 98.91% |
$6.56M - $6.61M
|
3.11K
$72K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-279K- 35.56% |
$6.46M - $6.5M
|
505K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-229K- 15.47% |
$5.3M - $5.34M
|
1.25M
$29M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-55.5K- 43.06% |
$1.29M - $1.29M
|
73.4K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40K- 47.45% |
$926K - $932K
|
44.3K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-39.5K- 27.08% |
$914K - $921K
|
106K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-34.6K- 3.49% |
$802K - $808K
|
958K
$22.2M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-33.3K- 76.0% |
$771K - $777K
|
10.5K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-30.4K- 17.07% |
$704K - $709K
|
148K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.2K- 28.05% |
$630K - $635K
|
69.8K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27K- 11.1% |
$624K - $628K
|
216K
$5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.2K- 15.04% |
$561K - $565K
|
137K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-22K- 70.05% |
$509K - $513K
|
9.4K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.1K- 23.91% |
$465K - $468K
|
63.9K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.4K- 41.87% |
$404K - $406K
|
24.2K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.4K- 36.29% |
$356K - $358K
|
27K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.7K- 37.56% |
$317K - $319K
|
22.7K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-10.3K- 7.1% |
$239K - $241K
|
135K
$3.13M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.44K- 36.76% |
$219K - $220K
|
16.2K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.22K- 89.18% |
$190K - $192K
|
997
$23.1K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.79K- 33.25% |
$180K - $182K
|
15.6K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.39K- 7.35% |
$171K - $172K
|
93.1K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.71K- 15.51% |
$155K - $157K
|
36.6K
$847K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-6.56K- 30.09% |
$152K - $153K
|
15.2K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.76K- 74.33% |
$133K - $134K
|
1.99K
$46K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.39K- 29.47% |
$125K - $126K
|
12.9K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.3K- 6.1% |
$123K - $124K
|
81.6K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.7K- 24.2% |
$109K - $110K
|
14.7K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.17K- 68.66% |
$96.6K - $97.2K
|
1.9K
$44.1K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.79K- 4.68% |
$87.8K - $88.4K
|
77.2K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.73K- 15.32% |
$86.4K - $87K
|
20.6K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.87K- 22.63% |
$66.5K - $67K
|
9.82K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.66K- 3.67% |
$61.6K - $62K
|
69.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.43K- 0.94% |
$56.3K - $56.7K
|
256K
$5.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.2K- 13.03% |
$51K - $51.4K
|
14.7K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.14K- 13.33% |
$49.5K - $49.9K
|
13.9K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.78K- 16.77% |
$41.2K - $41.5K
|
8.83K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.73K- 1.14% |
$40K - $40.3K
|
150K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-1.51K- 2.88% |
$35K - $35.2K
|
51K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.5K- 4.17% |
$34.8K - $35K
|
34.5K
$799K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.37K- 9.9% |
$31.8K - $32K
|
12.5K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-814- 1.87% |
$18.9K - $19K
|
42.6K
$987K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-618- 5.29% |
$14.3K - $14.4K
|
11.1K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-500- 5.37% |
$11.6K - $11.7K
|
8.81K
$204K
|
|