Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2026 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
11.2K+ 8.31% |
$259K - $262K
|
146K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9KNew |
$253K - $256K
|
10.9K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.8K+ 22.09% |
$250K - $253K
|
59.8K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10.8KNew |
$249K - $252K
|
10.8K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 101.3% |
$239K - $242K
|
20.5K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
10.2KNew |
$235K - $238K
|
10.2K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
10KNew |
$232K - $235K
|
10K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.85K+ 194.14% |
$205K - $207K
|
13.4K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.8KNew |
$204K - $206K
|
8.8K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.67K+ 46.59% |
$177K - $180K
|
24.1K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.5K+ 24.75% |
$173K - $176K
|
37.8K
$876K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7K+ 23.22% |
$162K - $164K
|
37.2K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.59K+ 1.13% |
$152K - $154K
|
587K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.45K+ 4.99% |
$149K - $151K
|
136K
$3.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6.32KNew |
$146K - $148K
|
6.32K
$146K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.04K+ 10.04% |
$140K - $141K
|
66.2K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
6.03K+ 7.26% |
$139K - $141K
|
89K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.64KNew |
$130K - $132K
|
5.64K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.58K+ 2.31% |
$129K - $131K
|
247K
$5.73M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.72K+ 1.4% |
$109K - $111K
|
341K
$7.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.57K+ 35.84% |
$82.6K - $83.6K
|
13.5K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.47K+ 3.42% |
$57K - $57.7K
|
74.6K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.35K+ 297.59% |
$54.3K - $55K
|
3.14K
$72.7K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.29KNew |
$52.9K - $53.5K
|
2.29K
$53K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.27K+ 24.1% |
$52.5K - $53.2K
|
11.7K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.15KNew |
$49.7K - $50.3K
|
2.15K
$49.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.11K+ 17.11% |
$48.7K - $49.3K
|
14.4K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.86K+ 7.7% |
$43.1K - $43.6K
|
26K
$604K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.71K+ 3.67% |
$39.6K - $40.1K
|
48.4K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.61K+ 26.85% |
$37.3K - $37.8K
|
7.62K
$177K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.6K+ 17.75% |
$37K - $37.5K
|
10.6K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.48K+ 4.77% |
$34.2K - $34.6K
|
32.5K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.47K+ 7.94% |
$34K - $34.4K
|
20K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 5.92% |
$29.7K - $30K
|
22.9K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$25.4K - $25.8K
|
1.1K
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
750+ 2.23% |
$17.3K - $17.6K
|
34.4K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
688+ 6.19% |
$15.9K - $16.1K
|
11.8K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
580+ 3.79% |
$13.4K - $13.6K
|
15.9K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
413+ 0.91% |
$9.55K - $9.67K
|
45.9K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
304+ 30.43% |
$7.03K - $7.12K
|
1.3K
$30.2K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
100+ 1.09% |
$2.31K - $2.34K
|
9.28K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
52+ 0.25% |
$1.2K - $1.22K
|
21.1K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-215- 0.73% |
$4.97K - $5.03K
|
29.4K
$681K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-718- 0.49% |
$16.6K - $16.8K
|
147K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-929- 16.09% |
$21.5K - $21.7K
|
4.85K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-984- 1.74% |
$22.8K - $23K
|
55.5K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.45K- 8.09% |
$33.5K - $33.9K
|
16.5K
$382K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.48K- 1.08% |
$34.2K - $34.6K
|
136K
$3.15M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.1K- 35.83% |
$48.6K - $49.2K
|
3.77K
$87.3K
|