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 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
587+ 2.1% |
$13.6K - $13.7K
|
28.5K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
469+ 1.98% |
$10.9K - $10.9K
|
24.2K
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
223+ 1.88% |
$5.16K - $5.2K
|
12.1K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
118+ 1.11% |
$2.73K - $2.75K
|
10.7K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
101New |
$2.34K - $2.36K
|
101
$2.34K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
90+ 0.93% |
$2.08K - $2.1K
|
9.78K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
45+ 0.21% |
$1.04K - $1.05K
|
21.1K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.4% |
$811 - $816
|
8.74K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 1.1% |
$811 - $816
|
3.23K
$74.8K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
25+ 0.17% |
$579 - $583
|
15.1K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
13+ 0.99% |
$301 - $303
|
1.33K
$30.7K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$69.5 - $70
|
987
$22.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-43- 0.1% |
$996 - $1K
|
40.9K
$947K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-129- 4.88% |
$2.99K - $3.01K
|
2.52K
$58.2K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-206- 0.38% |
$4.77K - $4.8K
|
54.1K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-279- 0.43% |
$6.46K - $6.51K
|
64.3K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-430- 1.09% |
$9.96K - $10K
|
39.1K
$904K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-475- 0.33% |
$11K - $11.1K
|
146K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-500- 5.37% |
$11.6K - $11.7K
|
8.81K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-618- 5.29% |
$14.3K - $14.4K
|
11.1K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-814- 1.87% |
$18.9K - $19K
|
42.6K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-948- 1.24% |
$22K - $22.1K
|
75.8K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.37K- 9.9% |
$31.8K - $32K
|
12.5K
$289K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.5K- 4.17% |
$34.8K - $35K
|
34.5K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-1.51K- 2.88% |
$35K - $35.2K
|
51K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.73K- 1.14% |
$40K - $40.3K
|
150K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.78K- 16.77% |
$41.2K - $41.5K
|
8.83K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-2.07K- 4.59% |
$47.9K - $48.2K
|
43K
$995K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.14K- 13.33% |
$49.5K - $49.9K
|
13.9K
$322K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.2K- 13.03% |
$51K - $51.4K
|
14.7K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.43K- 0.94% |
$56.3K - $56.7K
|
256K
$5.92M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.66K- 3.67% |
$61.6K - $62K
|
69.8K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.7K- 16.78% |
$62.4K - $62.8K
|
13.4K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.87K- 22.63% |
$66.5K - $67K
|
9.82K
$227K
|
|
|
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 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
|
Comerica Bank
|
SELL
|
- |
-4.17K- 68.66% |
$96.6K - $97.2K
|
1.9K
$44.1K
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.3K- 6.1% |
$123K - $124K
|
81.6K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.39K- 29.47% |
$125K - $126K
|
12.9K
$299K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.76K- 74.33% |
$133K - $134K
|
1.99K
$46K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-6.56K- 30.09% |
$152K - $153K
|
15.2K
$353K
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.39K- 7.35% |
$171K - $172K
|
93.1K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.79K- 33.25% |
$180K - $182K
|
15.6K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.22K- 89.18% |
$190K - $192K
|
997
$23.1K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.44K- 36.76% |
$219K - $220K
|
16.2K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-10.3K- 7.1% |
$239K - $241K
|
135K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.7K- 37.56% |
$317K - $319K
|
22.7K
$526K
|