Purchases and Sales Made in Q1 2025 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES IBONDS 2025 TERM HIGH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 36.41% |
$8.31M - $8.36M
|
1.34M
$31.1M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
291KNew |
$6.75M - $6.8M
|
291K
$6.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.7KNew |
$1.96M - $1.97M
|
84.7K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82.9KNew |
$1.92M - $1.93M
|
82.9K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
78.9KNew |
$1.83M - $1.84M
|
78.9K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
67.8K+ 14.54% |
$1.57M - $1.58M
|
534K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
48.7K+ 14.81% |
$1.13M - $1.14M
|
378K
$8.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
36.2K+ 4211.28% |
$839K - $845K
|
37.1K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
36.1K+ 205.42% |
$835K - $841K
|
53.6K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
34.9K+ 75.66% |
$807K - $813K
|
80.9K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
30.3K+ 90.44% |
$703K - $707K
|
63.9K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
29.7K+ 4.15% |
$687K - $692K
|
744K
$17.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
29.6K+ 13.55% |
$685K - $689K
|
248K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3KNew |
$610K - $614K
|
26.3K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.1KNew |
$605K - $609K
|
26.1K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.9K+ 17.19% |
$599K - $603K
|
176K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.3K+ 3.0% |
$562K - $566K
|
833K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.9K+ 17.45% |
$553K - $557K
|
161K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4KNew |
$518K - $521K
|
22.4K
$518K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
21.2K+ 8.79% |
$491K - $495K
|
263K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 112.0% |
$478K - $481K
|
39K
$904K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
19.6KNew |
$454K - $457K
|
19.6K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
17.1K+ 40.62% |
$396K - $399K
|
59.2K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
16.5K+ 103.9% |
$382K - $384K
|
32.3K
$748K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8KNew |
$365K - $368K
|
15.8K
$365K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
15.4K+ 185.4% |
$356K - $358K
|
23.6K
$547K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
14.5K+ 5.94% |
$335K - $338K
|
258K
$5.98M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14.2K+ 154.36% |
$329K - $331K
|
23.4K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.6K+ 22.53% |
$315K - $318K
|
74.1K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11.1KNew |
$257K - $259K
|
11.1K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.5KNew |
$242K - $244K
|
10.5K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 0.96% |
$235K - $236K
|
1.07M
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.43KNew |
$195K - $197K
|
8.43K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.63K+ 32.45% |
$177K - $178K
|
31.1K
$721K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.09K+ 3.49% |
$164K - $165K
|
210K
$4.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
6.17K+ 8.21% |
$143K - $144K
|
81.2K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.9K+ 36.44% |
$137K - $137K
|
22.1K
$511K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.75K+ 11.01% |
$133K - $134K
|
58K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.52KNew |
$128K - $129K
|
5.52K
$128K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.42K+ 1.53% |
$126K - $126K
|
359K
$8.32M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4KNew |
$92.6K - $93.3K
|
4K
$92.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.7K+ 1.8% |
$85.7K - $86.3K
|
209K
$4.84M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.15KNew |
$49.8K - $50.1K
|
2.15K
$49.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.01K+ 255.8% |
$46.5K - $46.8K
|
2.79K
$64.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.99K+ 198700.0% |
$46K - $46.3K
|
1.99K
$46K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.94K+ 19.41% |
$45K - $45.3K
|
11.9K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.8K+ 3.9% |
$41.6K - $41.9K
|
47.9K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09KNew |
$25.2K - $25.4K
|
1.09K
$25.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
951+ 7.52% |
$22K - $22.2K
|
13.6K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
821+ 7.35% |
$19K - $19.1K
|
12K
$277K
|