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 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.4K- 36.29% |
$356K - $358K
|
27K
$625K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.4K- 41.87% |
$404K - $406K
|
24.2K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.1K- 23.91% |
$465K - $468K
|
63.9K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-22K- 70.05% |
$509K - $513K
|
9.4K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-23.6K- 9.88% |
$547K - $551K
|
216K
$4.99M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.2K- 15.04% |
$561K - $565K
|
137K
$3.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27K- 11.1% |
$624K - $628K
|
216K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.2K- 28.05% |
$630K - $635K
|
69.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-30.4K- 17.07% |
$704K - $709K
|
148K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-33.3K- 76.0% |
$771K - $777K
|
10.5K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-34.6K- 3.49% |
$802K - $808K
|
958K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-39.5K- 27.08% |
$914K - $921K
|
106K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40K- 47.45% |
$926K - $932K
|
44.3K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.6K- 23.07% |
$1.06M - $1.06M
|
152K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-55.5K- 43.06% |
$1.29M - $1.29M
|
73.4K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-179K- 85.42% |
$4.15M - $4.18M
|
30.6K
$709K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-229K- 15.47% |
$5.3M - $5.34M
|
1.25M
$29M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-279K- 35.56% |
$6.46M - $6.5M
|
505K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-283K- 98.91% |
$6.56M - $6.61M
|
3.11K
$72K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-353K- 69.81% |
$8.17M - $8.22M
|
152K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-666K- 97.24% |
$15.4M - $15.5M
|
18.9K
$437K
|